Add client notes which the client can also view
A client notes tab which can be viewed by the client.
Being able to leave information such small updates or a brief roadmap / phases overview would be helpful.
Tejean Smith commented
Absolutely, I completely agree with this idea. Having a dedicated client notes tab that both you as the trainer and your clients can access would be incredibly beneficial for your coaching business. Here's why:
1. Enhanced Communication: This feature would facilitate seamless communication between you and your clients. You could share important updates, track progress, and provide guidance in a centralized location.
2. Transparency: Allowing clients to view their own notes fosters transparency and trust. They can see the thought and effort you're putting into their training, fostering a stronger client-trainer relationship.
3. Progress Tracking: Using this notes tab, you could create a roadmap or phases overview that highlights the client's journey. It's an effective way to showcase the progress they've made and the milestones they've achieved.
4. Personalization: With access to notes, you can tailor your coaching approach more effectively. You can address specific concerns, preferences, or challenges mentioned in the notes, ensuring a more personalized experience.
5. Efficiency: Rather than exchanging multiple messages or emails, you can consolidate important information in one place. This saves time for both you and your clients.