Session notes, action plans and sharing notes with a client

Open a 1:1 session's Session notes screen and use the Notes tab. Group and Team sessions only show this session's outcome — notes, recording and documents aren't available for them yet.

The Notes tab has three boxes: Your notes (private — nothing here reaches your client unless you put it in their note yourself), the AI write-up (filled in if the session was recorded or you uploaded a transcript), and Note for [client] — the only one of the three your client can receive.

1. Write freely in Your notes, or edit the AI write-up if there is one.

2. In Note for [client], click Use my notes, Use the AI write-up or Use both as a starting point, then edit it — trim anything your client shouldn't receive.

3. Click Share notes with [client] to make it visible in their portal.

4. After sharing, edit the note and click Update [client]'s copy to publish changes — nothing changes on their side until you do.

5. Click Email [client] to email them a link to it, or Revoke/Delete [client]'s note to take it down.

For follow-ups, switch to the Action plan & reflection tab. Type an item in the "Add item manually…" box and press Add, or — if the session has a transcript — press Suggest action items and Accept the suggestions you want. Set each item to For me or For [client] and give it a due date if you like. Items for your client stay private until you press Send to [client] (or Send all new items to [client]).