Knowledge Base
Knowledge Base
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid Plan
Getting Started
How to Login to Your AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment Settings
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the ‘Cancel’ and ‘Reschedule’ booking pages look like?How to Embed an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
Coaching Programs
Coaching Programs Feature OverviewHow to Create a Coaching Program (Standard Program)How to Set Up Payment Options for your Coaching ProgramsWhat does my Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed your Coaching Program Sign-up Page to your Website
Managing Coaching Programs with your Clients
Notes
How to use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices without Stripe or PayPal Integration
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

How to use the Notepad Widget for Taking Session Notes

Learn the different features of your Notepad Widget (rich text editor)

In this article, we will be covering the different functions of your Notepad Widget to allow you to fully optimize the CoachVantage note-taking feature.

To learn more about the Notes feature, refer to these articles below:

 

1. Style

Change the style of your words in order to fit the message you're delivering.

2. Bold

You can bold words to create more impact.

3. Underline

You can bring more attention to underlined words.

4. Remove Font Style

Use Remove Font Style to undo the font you have chosen to the previous font.

5. Font

Choose your favorite font style.

6. Recent Color

Color your font with the most recent color you use.

7. More Color

Choose Background Color and Text Color for your Notes.

8. Unorder List

9. Order List

10. Paragraph

Choose the Alignment and Indents of your paragraphs.

11. Table

Create tables to better organize your notes.

12. Hyperlink

You can hyperlink text that will redirect to an URL.

13. Image

You can choose to insert images into your Notes. You can upload images from your local device or typing in a URL link to access an online image.

 

14. Video

Insert Video into your Notes by entering the URL link to the video.

15. Code View

Code View allows you to use HTML and CSS (for display) and Javascript (for any interactivity). It allows you more customizations using custom code, if you're so inclined!

16. Help

Learn more shortcut functions when taking Notes.

17. Full Screen

Click the 'Full Screen' icon, which will open the note pad in full screen so you can focus solely on note taking. Click the icon again to return to normal view.

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