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Member notes

How staff write notes about a member or child and share them with parents.

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Step by step

  1. 1

    Open Attendance and click the session.

  2. 2

    Next to the person's name, press the Member notes icon.

  3. 3

    Write the note and press Add note.

  4. 4

    To let the family see it, press Share on the note.

How it works

Lets a coach keep internal notes on each member's progress and share chosen ones with the family.

Notes open from the Member notes icon next to a person's name in a session's panel on Attendance (this panel also opens from the calendar), and also from the Notes section in a user's details in the users list. If the person already has notes, the icon is highlighted. A Member notes panel opens with the person's name.

Every new note starts as Staff only: visible only to staff. When you press Share, it becomes Shared and the parent or member sees it in the Lessons tab (Shared notes) and gets a note-shared notification.

Each note shows its source, Lesson (written from a session that has a lesson) or Manual: plus the author and date. Newest first.

Good to know

Adding and sharing require the Author notes permission.

Sharing can't be undone from this panel.

A note can be up to 5,000 characters.

If you click outside the panel while typing, it doesn't close and the text isn't lost.

On this screen

Member notes panel

The side panel with one person's notes.

Shows all notes about the person and a box for a new one.

The person's name is at the top, the notes in the middle (or No notes yet), and the new-note box at the bottom. Close it with the X.

Note box and Add note button

Writing a new note.

Saves a note about the person.

The box hint is Private by default, share it when you're ready., with Starts as staff only below it. The button is disabled while the box is empty. If the panel was opened from a session that has a lesson, the note gets the Lesson source.

Staff only and Shared badges

Staff only · Shared

Show who can see the note.

Tell you whether the family can see the note.

Staff only (with a lock), only staff can see it. Shared: the parent or member can see it too.

Share button

Shares the note with the family.

Makes the note visible to the parent or member and notifies them.

Only shown on Staff only notes. After pressing it the note becomes Shared and the button disappears.

Lesson and Manual badges

Lesson · Manual

Where the note came from.

Tells notes written against a lesson apart from the rest.

Lesson: the note was added from a session that has a lesson. Manual: everything else.

Frequently asked questions

Do parents see all my notes?

No. They only see notes you pressed **Share** on. The rest are **Staff only**.

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