3 articles tagged as “notes”:

• A repository to manage and organize your files and templates

  Learn how to add and share files with clients, create folders, and how to create and use templates.

  Published in:  Resource Library

• Managing a Coaching Engagement with your Client

  How to take session notes, set goals and assignments, share files and set up session appointments with your client

  Published in:  The Client Page

• Notes

  How to create private notes for your own reference and search for all session notes in relation to a specific client

  Published in:  The Client Page