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Keep your coaching sessions organized with shared and private notes. Shared notes are visible to both you and your coaching client, while private notes are for your eyes only.

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Shared notes

With shared notes you can create notes that both you and your coaching client can view at any time. This is a great place to make note of progress, provide session recaps, and list assignments.

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Private notes

Keep personal notes that only you can see and cannot be accessed by your coaching client. Use private notes to track observations during each coaching session.

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Add 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 client you wish to view
  5. Select the Session you wish to view
  6. Open the Notes tab
  7. Add your notes to Shared notes or Your notes
  8. Click Save to keep your changes

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View 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 client you wish to view
  5. Select the Session you wish to view
  6. Open the Notes tab