Write, sign, and add to session notes
Record coaching notes and agreed actions, then sign the note when it is ready.
Coaches with note access · 4 min read
Steps
- Open the client’s profile and choose Write notes for the session.
- Add the coaching summary, relevant goals, and actions agreed. Do not include health or medical information.
- Wait for the note to show Saved before signing or sending actions.
- Use Send to client for the agreed actions you want them to receive. Review the actions and recipient first.
- Sign the note when it is ready. A signed note cannot be edited. Use Additions for a correction or later thought.
Check it worked
The note shows its saved or signed status. Any correction is recorded as an addition, and shared actions are the ones you intended.
Common questions
I cannot edit a signed note
That is expected. Add a dated correction under Additions instead of trying to change the signed text.
I cannot find another coach’s private note
Private notes remain visible only to the coach who wrote them.
Open Session notes (sign-in required)