To help Supervisees prepare, you can add pre-session notes and upload files to upcoming sessions.
To add a note or upload a file to an upcoming session:
- Go to Calendar.
- 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.
- Click the Session notes & documents tab.
- Click Add Note.
- Write your notes (you can include file attachments, if relevant).
- 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, select Keep Private before saving the note.
Tip: You can also view a supervisee's aggregated session history, notes, and shared documents from their individual profile page.