How do I use Coaching Plans and Coaching Notes with my coaching clients?

Using Coaching Plans and Coaching Notes with your clients is easy. Just follow these simple steps.

• There are three places you can access your sessions and session notes:
  • 1. Click on your client’s folder in Client Management and head over to the Sessions tab.
  • 2. Or click on the session from the Calendar & Sessions page.
  • 3. You can also access all your Coaching sessions and notes from the Progress Stream that lets you plan coaching sessions, send coaching notes, assign coaching tools, and read and comment on client progress, all from one page.
• The list of your sessions with your client will show up, based on the appointments you have made together. If you don’t have any sessions yet, click the button “Add a session.”
• Click on the session. It will drop down to reveal the following:
  • Coaching Plan .This shows the questions from your Coaching Plan, and your client’s answers. You can comment on any answer and receive comments back from your client. Just click the Comment link. This section only shows if you have selected to send coaching plans to your client (which you can configure on the Settings page of their client folder).
  • Coaching Notes. 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.
  • Session Summary. You can effortlessly send a summary of your session to your client by creating a note that you choose to share with the client. They will receive an email with the note, and be able to see it in their own coaching portal.
  • Everything can be commented on, to keep interactivity and engagement high.

You can edit your Coaching Plan in the Welcome Package Forms tab of Coaching Tools.

Adding notes outside of a coaching session

If you want to add coaching notes or documents outside of a specific session, you can do this as well. Just follow the instructions in these help articles:

Adding Coaching Notes Outside a Specific Session

Adding Documents to a Clients File

Note: Make sure you put Life Coach Hub on your Safe Sender email list so that you are sure to receive important emails.