Can I print the session notes for my appointments?


Absolutely! When you use the Session Notes for an appointment (CONTACTS > Contact Name > Appointments > Add Note icon you will see a "Print Appointment" button at the top. The printed session notes will include all of the following information: 

  • client name,
  • appointment time/date,
  • call strategy form answers,
  • coach private notes,
  • notes to send to client.

Have more questions? Submit a request


Powered by Zendesk