How to Take Notes During Coaching in Balance4Coaches?

How to Take Notes During Coaching in Balance4Coaches?

You can take notes with Balance4Coaches during a coaching session. You can also choose to share a note with your client

Related help

Your coaching dashboard

Dashboard

Go to ‘Clients’ by clicking this icon

Clients

This window with a table of all your clients will open

Client table

Click on the name of the client you want to open

Your client’s profile will open

A new client

Click on the words ‘Client management’

Client management

Click on the word ‘Notes’

Notes tab

Click on the button ‘Create a note for (Client’s Name)’

Create a note button

A window will open where you can take your note

Coaching session note

You can choose to share a note with a client by clicking the ‘I want to share this note with my client’

Click ‘Save’