Hey, I’m a coach!

How do I send a summary of my session with my client?

After your sessions, it is easy to send a summary to your client.

  1. Just click on the session from your Sessions page until it drops down (you can also do this from the convenient Progress Stream, which shows all sessions for every client in one convenient place.)
  2. Click on the Notes section
  3. Add a summary of what you discussed at your session, what the client agreed to, and so on.
  4. Press Save
  5. Press Send to Client

Your session notes will now be sent to your client!

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