The CoachAccountable Blog

What's new with the CA platform, tutorials on using it, and customer spotlights.

Archive for Session Notes

Form-Based Session Notes

Form-Based Worksheets are a lovely thing: they let you create worksheets for your clients to fill out that have text areas to type in, checkboxes to check off, drop down menus to make selections in and so on.  This is all a variation on the theme of regular Worksheets, which work like free-form documents that can be edited freely as if working on a Word doc (the kind of setup wherein you type a question and hit Enter a few times to make space for your clients to type in their answer).

Session Notes, by contrast, have always been just the free-form variety, allowing coach to define a template as a convenient starting point but then type freely in and around that template when filling out notes for a session with a specific client.

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