Skip to main content
Your coaching clients can add shared and private notes within their coaching sessions to track their progress and key takeaways.

​
Add notes (client view)

Your coaching clients can add shared and private notes in their note tab.
  1. Open the Coaching Product from their Library
  2. Click the Session they wish to add their notes to
  3. Open the Notes tab
  4. Add Shared Notes or personal Client Notes
  5. Click Save to keep their changes
Note: Personal client notes are not visible to the admin and are only accessible to the client that added the note.

​
View client shared notes

  1. Open the Products tab from your Dashboard
  2. Click Coaching
  3. Select the Coaching Product you wish to view
  4. Click the name of the customer you wish to view
  5. Select the Session you wish to view
  6. Open the Notes tab
Note: If you have connected Calendly to your Coaching Program, your Coaching Dashboard will include an additional page before displaying your Programs.