Notes on each engagement can be made through the 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.

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