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Client Vault: Notes & Goals
Client Vault: Notes & Goals
Ashley Anderson avatar
Written by Ashley Anderson
Updated over a week ago

You can find the vault inside a client's profile. The vault is for storing information for the clients. There are 4 sections inside the client vault. We are going to dig into two of the here Notes and Goals. The other two items are going to be Personal Resources and Resource Folders

The Notes and Goals sections are available for just coaches to see.

Notes are great to record data from sessions or things to remember to bring up for your next call.

The goals are for putting in intake information so you have an easy place to find what your clients want to achieve.


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