Articles on: Sessions

Taking session notes

Every session has a space where you can jot down your own notes — before, during or after the appointment. These raw notes are kept exactly as you type them and stay with you throughout the session.


Understanding session notes


The My notes block, subtitled Before, during or after the session. Saved automatically., is a free-form field: you write whatever you want, with no AI transformation. There's no Save button — your notes are saved automatically as you type.


These notes are private. They serve your coach's memory; they aren't sent to the client.


Entering your notes


  1. On the session page, find the My notes block.
  2. Write straight into the field (the prompt reads Type your session notes…).
  3. Don't look for a Save button: as soon as you stop typing, an indicator moves from Saving… to Saved (then Saved at {time}), confirming everything is stored.


Saving is deferred: it fires a fraction of a second after your last keystroke. It also fires when you leave the field or close the page — no pending note is lost.


When notes switch to read-only


As long as no summary exists, your notes stay editable. Once a summary is generated for the session, the block becomes Coach notes (subtitled Your notes taken before, during or after the session, folded into the summary.) and appears read-only, below the summary. Your notes aren't lost: they're kept and tied to the summary.


Once the block is read-only, you no longer edit these notes here. To add an observation to the session, use the Enrich tab; for a general note about the client, use the Notes tab on their profile.


Dictating your notes by voice


You can dictate instead of typing. The Dictate a note button (microphone icon) opens the Voice dictation panel on the right — the same format as session capture — then inserts the transcribed text at the cursor position, without erasing what you'd already written. Handy for capturing an impression right after the session.


  1. Click Dictate a note. The Voice dictation panel (subtitled Your voice, transcribed into text in the note.) reminds you of the essentials: speak calmly in a quiet place, no summary or memory is generated, and the length is capped (Max length: 10 min per note — beyond that, recording stops automatically).
  2. Click Start recording. The first time, your browser asks permission to access the microphone: accept it. The timer runs; you can hit Pause then Resume at any point. Keep the screen on and stay on the page while dictating.
  3. Click Finish. Transcription starts (Transcribing…): a few seconds for a short note, up to a few minutes for a long dictation — an estimate is displayed. The text is then inserted into the note and a Text inserted message confirms the addition, which you can undo with Undo insertion.


As you approach the 10 minutes, an Auto-stops in {time} countdown warns you; at the limit, the dictation stops and is still transcribed. Need more? Chain several dictations within the same note: each one is inserted after the previous.


If you close the panel mid-dictation, recording pauses and a Stop dictation? confirmation lets you choose: Keep dictating, Finish and transcribe, or Discard (the recording is then lost).


On some browsers pausing isn't supported: a Pause isn't available in this browser — recording continues message tells you so. If the microphone is blocked, the panel guides you step by step to re-enable the permission (padlock icon in the address bar › Microphone › Allow, then Retry).


To record the full exchange with your client (not just your own voice), dictation isn't what you need: use session capture — mic recording or importing a recording. See Capturing a session.


💡 Tip: a few words dictated on the spot, right after the session, are often worth more than a note written later "when things calm down" — but forgotten in the meantime.


Related articles

  • Capturing a session
  • The microphone picks up nothing
  • Enriching a session
  • The AI-generated session summary

Updated on: 08/09/2026

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