Coaching Genie

To add private notes about your clients, follow these simple steps:

Step 1. Click the Members icon.

Step 2. Next, locate and click on the Notes icon, which resembles a notepad, situated on the left side of the client's name.

Step 3. Enter your notes for this client in the provided text box. Once you've finished adding your notes, simply click the "Update" button to save your changes.

These notes are entirely private and visible only to you as the Coach. Clients do not have access to them.

You can also create Session Notes on "My Clients" page to keep track of your coaching conversations.

Here's how: How do I keep notes of my sessions with 1-on-1 clients?