Sessions and note-taking

A session is your record of a conversation. You can add one from a client's profile, from the Sessions page, or with a keyboard shortcut. Type your notes as bullet points; they save as you go.

The session timeline

Each client's profile shows their full session history in order, most recent first. Open any session to read or edit the notes. This is the timeline you scan before your next conversation, so you walk in knowing exactly where you left off.

Scheduling and reminders

You can schedule upcoming sessions, and CoachFile helps you stay on top of them:

• A prep brief reaches you shortly before a scheduled session, with the client's recent history, so you are ready.
• A gentle nudge follows shortly after you mark a session ended, while it is fresh, so the notes actually get written.
• A follow-up reminder surfaces clients you have not seen in a while, so no one quietly slips away.

Reminder emails are optional. Every one has an unsubscribe link, and you can turn them off any time.