If you work with clients 1-on-1, you may find it useful to keep notes about your sessions.


Go to My Clients page.


Click on the Session Notes icon next to the client's name.



Click on the Create New Note button in the top right corner.



Add a Title (e.g. "Session #1" or "Coaching Session April 8, 2022") then type your coaching notes.





After saving the note, you can always come back and edit it later. Simply open it and click Edit.




You can also download ALL Session Notes by using the button below the notes.





Session Notes are private and visible only to you, the coach. 




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Sharing Your Coaching Notes with Clients