How to Use Notes in 1:1 Sessions

Cohere has upgraded Notes to make it easier to collaborate with clients during sessions and keep everything in one place. You can now share live session notes, access past notes instantly, and manage everything directly from the client view without switching tabs.

Notes are now fully embedded into your sessions and client profiles, so you can easily create, review, and update them without leaving your workflow.

🎥 Visual Guide: Notes Walkthrough
https://us02web.zoom.us/clips/share/yor49LnxSdGWhxUV7xdZ1w

• From your Business Dashboard, open your 1:1 service and go to the Sessions tab. Select the session where you want to view or add notes, then click Open Notes and a pop-up will appear. 

 

• In the notes pop-up, you’ll see three note types:
  • Shared with Client – Notes the coach can edit and share with the client. Clients can view these notes but cannot edit them.
  • Private Notes – Notes visible only to the coach and hidden from clients and are taken by coach during session.
  • Profile Notes – Client profile or CRM notes used to store important client details. These notes are only visible to the coach.
    
    

To share the notes, click on Share Via Email or Copy to Clipboard and share it with your clients. 

🎉 That’s it! You can now run sessions with fully integrated, collaborative notes without needing any external tools.

💡 Need help?
If you have any questions, reach out to us at [e-mail] and we’ll be happy to help.