How to Use the Client Notes Feature

The Client Notes feature allows you to document key details from your client sessions, helping you track progress, personalize future sessions, and maintain clear client records. You can also share notes with clients for their reference. This feature is now available for our Empowered plan members.

Where to Find the Client Notes Feature

1. Go to the Bookings Page or via Connections Page

   • Navigate to your Bookings section in the Heallist platform.
   • You can also go to your Connections page and click on My Clients to select your client and their corresponding session.

1. Find Your Completed Session

   • Locate the session you want to add notes to under the Confirmed or  Completed tab.

2. Click on + Add Notes

   • Under the session listing, click + Add Notes to open the notes window.

What You Can Save in Your Notes

The notes window consists of four key sections to help you organize client insights effectively:

• Issues & Challenges

  • Document any concerns, obstacles, or topics your client is currently working through.

• Background & Context

  • Capture relevant details about the client’s experiences, preferences, or past work together.

• Goals & Intentions

  • Define what the client hopes to achieve through sessions. Over time, you can compare past notes to assess progress.

• Plan & Next Steps

  • Outline key takeaways, recommendations, or actionable steps for the client to follow between sessions. This part of the Notes section can be sent to your clients for succeeding bookings, if any. 

Uploading Files to Your Notes

You can upload supporting documents to your session notes.

• How to Upload:
  • Click Browse to select a file from your device or drag and drop the file into the Notes pane.
• Accepted File Types: PNG, JPG, JPEG, HEIC, GIF, PDF, XLS, XLSX.
• Maximum File Size: 10MB.

Sharing Your Notes with Clients

• How to Share with Client:
  • Click the Share with Client button next to the Plan to send your notes directly via the Messenger section of the app.
  • 
  • This will open the Messages page and will pull the text automatically.
  • Any files attached to the plan will be pulled up into the Messenger for your convenience, and you can decide if to share them or not.
  • Click Send to confirm sharing.
  • Note: You can only share the Plan & Next Steps section of your notes. The other sections are for your eyes only.

Saving Your Notes

Once you've entered all necessary details:

• Click Save to store your notes.
  • If you’ve shared notes with the client, they will receive them in the Messages page.

• Multiple notes management:
  • For clients with multiple bookings, you can save Notes for each booking and flip between them by clicking on "Previous Note" or "Next Note" on the bottom of the Notes window.

Using the Client Notes feature ensures that both you and your clients have a structured, ongoing record of their healing journey, fostering better communication and session continuity.