How to Add Notes for Clients

Theodore Cameron

Updated

Learn how to add shared notes and private notes for your coaching session.


In this article:


Shared notes for your coaching session

With shared notes you can create notes that both you and your coaching client can view at any time. This is a great place to make note of progress, provide session recaps, and list assignments.

Private notes

Keep personal notes that only you can see and cannot be accessed by your coaching client. This is a great way to keep private notes for yourself during each coaching session.


How to add notes

To add shared notes and private notes:

  • Open the Product tab from your Dashboard.
  • Click Coaching.
  • Select the Coaching Product you wish to view.
  • Click the name of the client you wish to view.
  • Select the Session you wish to view.
  • Open the Notes tab.
  • Add your notes to Shared notes or Your notes.
  • Click Save to keep your changes:


How to view your notes

To view your notes:

  • Open the Product tab from your Dashboard.
  • Click Coaching.
  • Select the Coaching Product you wish to view.
  • Click the name of the client you wish to view.
  • Select the Session you wish to view.
  • Open the Notes tab:

And that’s how you can add notes for your clients! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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