Notes on each engagement can be made through the coach or coachee. Each note is initially private, however it can be shared with others.
Create an Engagement Note
Engagement notes are a private way for you to take notes on an engagement in one easy place to find.
- From inside your Engagement click on the Notes tab.
Create a Session Note
A Session note is another way to take notes in an easy place to find.
- Select an Engagement or create a new one.
- Select a Session.
- Click on the Notes icon in the top right hand corner and type your Note.
- Click Save.
Share a Note
- From inside your Note Click the share button found in the three dots.
- Select a user to share the Note with.