You can edit your Coaching Plan and Follow up Coaching Plan in the Welcome Package Forms tab of Coaching and Course Tools.
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.