Session notes capture coaching context, injuries, or follow-ups on an occurrence.
Visibility
- Private notes: staff only
- Shared notes: visible to clients / selected recipients as configured
Notes support Markdown and can optionally target specific recipient clients.
Staff workflow
- Open the session or client context.
- Create or edit a note.
- Choose private vs shared visibility.
- Save. Clients see shared notes in session/history views when available.
Client view
Clients do not edit staff notes. They only see notes that staff marked as shared for them.