Add Internal Session Note

In this article, learn how to add internal session notes in the Calendar.

APPLIES TO: Admins and Staff

Last updated: April 12, 2023

Say a parent calls in and says their athlete has been feeling lightheaded recently and you wanted to make a note of that on their upcoming session for today, admins and staff can do that on the Calendar.

Add Internal Session Note

  • After logging into your account, hover over the main navigation bar on the left and click Calendar
  • Locate the session you want to add a note for 

  • Hover over the calendar card and select the three grey dots

  • Click Add Session Note

Screen Shot 2023-01-09 at 2.28.14 PM

  • In the session summary drawer, click Add Note

Screen Shot 2023-01-09 at 2.30.15 PM

  • Enter the note you want to add for that session
  • Click Save

Important to Note

  • If there is a client profile note already on file, you will be able to click on the note icon and enter in a session note or view their client profile note
  • Client Note - this is the client profile note
  • Staff Note - this is the session note
  • The session note will live on the session and you will be able to view them from the session summary drawer throughout the software