Before sharing any session notes of a client between two or more coaches you need to link that client to those coaches. For more details on this step click here.
When adding in Sessions and Assignments for clients you have the option to share these details with other coaches that this client has on the system in your company.
To do this navigate to your client by clicking on the “Clients” menu. Next click on either the “Sessions” or “Assignments” button.
You can now either edit or add in a new session or assignment. Under both of these screens is a “Share” option.
Tick this box to have that session or assignment shared amongst all coaches linked to that client.