Notes
Notes are how you capture context between Meetings — observations, reminders, and moments worth recognizing. They keep coaching grounded in what actually happened rather than impressions.
Note types
Section titled “Note types”- General — a plain note or observation.
- Task — an upcoming commitment or piece of work to follow up on.
- Win — an achievement, success, or milestone worth recognizing.
Visibility
Section titled “Visibility”Each note has a visibility level so you control who can see it:
- Private — only you.
- Supervisors — you and other coaches/supervisors.
- Shared — coaches and the staff member themselves.
Where notes appear
Section titled “Where notes appear”Notes surface on the person’s profile and in the Meeting sidebar as a timeline of context when you prepare for a session. You can review, edit, and delete notes in bulk from the profile.