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How do I add notes about my client outside of a specific coaching session?

 

Sometimes in between coaching appointments, you want to take notes pertinent to your client. It's easy to add this kind of ad hoc notes in your client's file.

  1. Navigate to Client and Coaching Management in the main menu and select your client's name. Then click the tab Client Documents & Notes from the left hand menu.
  2. You can add Ad Hoc client notes that are not related to any specific appointment or coaching session on this page. You can save these notes, and send them to your client if you desire.
  3. You can also upload any documents your client may have sent you here as well.

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