Notes on each engagement can be made through the admin, coach, or coachee. Each note is initially private, however, it can be shared with others.
Create Session Note
Session notes are a private way for you to take notes on a session in one easy place to find.
From inside your engagement select a Session.
Scroll down to the notes section.
Click Create Note.
Share a Note
Select a session and add a note or..
Click on the three vertical dots next to an existing note.
Select Share.
Select a user to share the Note with.
Create Engagement Documents
From inside an engagement select the resources tab.
Click Add Resource.
Select Create Document.
You may now add a document in our text editor specific to your engagement.
Share a Document
Go to your engagement resources.
Click on the three vertical dots next to an existing document.
Select Share.
Select a user to share the Resource with.
