---
title: "How to Take Session Notes and Share with Clients "
url: "https://coachvantage.productfruits.help/en/article/how-to-take-session-notes-and-share-with-clients"
language: "en"
last_updated: "2025-08-13T22:46:11.121Z"
---

# How to Take Session Notes and Share with Clients 

[Embedded content](https://www.loom.com/embed/88fa3cb55b8d4ded97bd0da465ec00d9?sid=ad06d3c4-4736-4589-bc0d-299be1f7f2e5)

## **Overview**

You can easily take **Session Notes** and keep them private (for your eyes only), or share the note with your clients. Likewise, your clients can also take notes from within the client portal. This video above shows how to do that.

### **Steps to Take Session Notes and Share With Clients**  
 

1\. To open your Notes Editor, from your **Dashboard**, click **Contacts** on the left-hand menu. 

2\. Select a Contact. 💁‍♀️

![](https://cdn-assets.productfruits.com/da20a734-9a95-4507-b53f-80640468418b)

3\. Under the **Programs** tab, click on the **Program Card** where you will be brought to the **Program Management Page.**

![](https://cdn-assets.productfruits.com/e67e8665-f823-433c-bf07-69a82c01ed49)

4\. In the **Program Management Page,** click **Notes** on the left-hand menu. 📝

5\. Click **New Note** to create a new note or edit a note by clicking on the **Note Name**. 

![](https://cdn-assets.productfruits.com/7f1bd77b-52c9-468a-bcef-3a7e14717ba9)

6\. If a New Note, be sure to give it a **Title**. You will see that the Note is set automatically to **Private**, which is indicated in the blue box.

![](https://cdn-assets.productfruits.com/9b681f15-d95d-4777-86d6-ea929630ef1e)

7\. Click **Save** when you're ready to save the note. You have the option to either **Save As Private Note** or **Save and Share With Clients**. 

![](https://cdn-assets.productfruits.com/f498cf49-31bd-4d9c-8ac8-d81fc0723ba5)

If you select **Save as Private Note**, a pop-up on the top right-hand corner will be displayed indicating Note Saved. You will also see a **Comments** area appear below your note where you can make comments accordingly. 

![](https://cdn-assets.productfruits.com/979db900-7d9d-4093-981a-9137790e481e)

If you select Save and **Share With Client**, a pop-up window will appear. Click **Proceed**. The note will then be shared with the client! 

![](https://cdn-assets.productfruits.com/4344a9bd-8d79-473a-97fa-1b1d02a8f547)

### **To Unshare a Note Shared with a Client** 

Click the blue **Unshare** button above the note's title. 

![](https://cdn-assets.productfruits.com/0e3b1f1e-01ed-46a0-a163-7f98a35ada93)