Great coaching conversations are full of breakthroughs, commitments, and next steps. Simply.Coach gives you a structured, secure place to capture all of it — so nothing gets lost between sessions, and every conversation builds on the last.
Reflections and insights made easier for both coach and client
Build each engagement’s notes in one place.
Take session notes directly within Simply.Coach: typed, templated, or uploaded as a photo from your notebook. Capture on the go with the mobile app!
Create custom note templates that fit your coaching methodology, and set up different templates for different session types if you need them.
Turn on automated nudges that prompt you to take notes after a session.
Get the insights and actions you need.
Every note is tagged to its session, so all the relevant context is right there when you're preparing for the next one.
Add preparatory notes while scheduling a session so you begin with intention.
Capture next steps directly from your session notes and convert them into action items, with reminders set for completion.
Your coaching notes are private to you unless specifically shared. Everything is encrypted and secured to SOC2, HIPAA, and GDPR standards.
Clients get their own private journal.
Clients get their own note-taking space within their Simply.Coach workspace.
Create separate note templates for clients to work from, so their reflections are structured in a way that's useful to their coaching journey.
The Simply.Coach mobile app means clients can capture a reflection the moment it occurs to them.
Client notes are confidential to them. Each note is encrypted and secured to SOC2, HIPAA, and GDPR standards.
Notes don’t work alone — and neither do you.
Simply.Coach's notes tool is built to work alongside every other part of the platform. Notes connect directly to sessions, action plans, client workspaces, and reports, so the insight from one conversation flows naturally into the next, and into the broader picture of a client's progress.
Notes
Client Workspace
Share selected notes with clients in their dedicated workspace, keeping them engaged and informed.
When I started using Simply Coach, I was honestly just hoping to save a bit of time. What I didn’t expect was how much smoother everything would feel once I had it set up. My sessions, goals, notes, and progress tracking all lives in one portal so I do not have to spend my time from here to there and losing myself everywhere because I am overwhelmed.
Dr. Judith Belton
CEO & Founder – Palette of Presence
Everything from onboarding to session notes is beautifully structured and easy for my clients to use. It reinforces my credibility as a coach and makes the experience seamless for them.
Audrey Jeanrod
PCC, Executive & Team Coach, Founder – BeBest Coaching
The ability to include attachments as part of session notes is particularly useful since I’m able to share valuable client specific content regularly with them all in one place. This I feel gives the client a nice consolidated view of all the valuable material I have provided them.
Yes. Your notes are completely confidential to you — clients cannot see your private notes unless you explicitly choose to share them. Client notes are similarly private to them. All notes are fully encrypted and the platform is SOC2, HIPAA, and GDPR compliant.
Can I create my own note templates?
Yes. Simply.Coach lets you build fully custom note templates to match your coaching methodology. You can create different templates for different session types to standardise your company’s note formats – intake sessions, mid-program reviews, final sessions – and separate templates for client-side note-taking too.
Can I take notes on my phone?
Yes. Simply.Coach is available as a native app on iOS and Android, so you can capture session notes on the go. If you prefer writing by hand, you can take a photo of your handwritten notes and upload them directly to the platform.
How do notes connect to the rest of Simply.Coach?
Notes are tagged to individual sessions, so they’re always accessible in context. From your notes, you can create action items directly, which are then tracked in the client’s action plan. Notes also feed into progress reports, and selected notes can be shared with clients in their workspace. Everything is connected; nothing sits in a silo.
Ready to bring structure to every session?
Start your free 14-day trial and see how Simply.Coach's notes tool (and the rest of the platform) makes your life easier.
