Sharing Session Notes

You can share notes in-system, via email, or through Happenings Reports.

Choose whether a Session Note should be visible to the client or private, just for you.
If you use CoachAccountable's Team Edition, you'll have a few more options for privacy level.
After you complete a Session Note, you'll have the option to email it to your client as well:
Another way to share Session Notes is through Happenings Reports. Happenings Reports are regularly delivered email summaries of your coaching engagement with a specific client. When generating a Happenings Report, you have the option to include Session Notes.