How can I append Actions to Session Notes?

CoachAccountable will ask if you'd like to append recently created Actions to a completed Session Note. This saves you from having to manually write down the Actions assigned to a client during an appointment:


The system will do so if the Actions are assigned 1 hour prior or 2 hours post the set date/time of the Session Notes. Note that this isn't necessarily the time when you start a Session Note. The system pre-populates the date/time based on the start time but you're able to modify it.