You can add, review, and share notes and documents for an upcoming session. This helps you prepare, document key outcomes, and share relevant information with your Supervisee when needed.

To add a note or upload a file to an upcoming session:

1. Go to Calendar.
2. Find the relevant session. Tip: Switching the calendar view to Month may make it easier to navigate the calendar and locate the session you're looking for. You can also use Filters to narrow your results.
3. Click the Session notes & documents tab.
4. Click Add Note.
5. Write your notes (you can include file attachments, if relevant).
6. Click Save to add your note.

Tip: If you would like to create a note for your own reference without sharing it with your supervisee(s), select Keep Private before saving the note.

Note: You can also view a supervisee's aggregated session history, notes, and shared documents from their individual profile page.