How can I take and send Coaching Notes?

• On your Sessions page, you’ll be able to see three areas where you can interact with clients before, during and after sessions.
• The first drop down is for your Coaching Plan, should you choose to send one.
• Underneath the Coaching Plan is an area called Coaching Notes.
  • Before your session, you can prepare by taking notes about your client’s current focus, goals and possible obstacles.
  • During the session itself, create notes, and note down any action items the client commits to.
    • You can also easily take note of takeaways that the client has from the session, and any coaching tools you’d like to assign.
    • You might even want to jot down some quick notes about your next session. All of these notes are completely private, and serve as a living record for your client’s file.
  • After your session, you can take notes and also send them to your client by toggling the switch Send to client (don’t worry there is a 5 minute delay in case you make a mistake).
    • Your client will see your notes as a Session Summary in their Coaching Pad. You’ll be able to comment back and forth if you’d like to be even more interactive.
• Under the Coaching Notes, you can see Coaching Tools, which you can use to quickly make the commitments your client has undertaken concrete.