How can I take notes for the coaching sessions and how do I control whether the client sees or not these notes?


The session notes for each appointment are taken in CONTACTS TAB > Client Name > Appointments tab with the icon "Session Notes" to the right of the appointment. In the section "Coaches Private Notes" you are writing the notes that are only for you, the coach (not for the client to see). In the section that follows, titled "Appointment Notes to E-Mail to {Client Name}" you can write and save the session notes for the client. You can email them to the client with the button "Send Follow Up Notes to Client". You can also save the notes in the Client Log by checking the option "Copy Session Follow Up Notes to Client Log" and saving.

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