How Do I Create a Private Coaching Note?

Last updated: August 19, 2026

Use can use Private Notes to record recaps, reminders, and observations from your Coaching Sessions without sharing sensitive information with the employee.

This article explains how to create a Private Coaching Note from both the individual Session page and Notes page.

Required permissions:

  • No permission is required to view a Private Note that you created.

  • The Coaching: Create Notes: Can Create Notes for Subordinate or Co-Coached Users permission is required to create Private Notes about direct reports or users for whom you are a Co-Coach.

  • The Coaching: Create Notes: Can Create Notes for Anyone permission or Coaching: All Access permission is required to view Private Notes about any employee (except for Private Notes about the user with Coaching: All Access permission).

Who Can View a Private Note?

The following individuals can view a Private Note:

  • The Note creator

  • Users with Coaching: All Access permission (unless they are the employee discussed in the Note)

If a Co-Coach creates a Private Note from the Session page, then the Session manager can view the Co-Coach's Private Note. The Co-Coach cannot see any Private Notes that the Session manager creates for the Session.

The employee will not be notified that a Private Note was created about them.

Create a Private Coaching Note from the Individual Session Page

  1. Go to Coach --> Sessions.

  2. Click on the Session's name.

  3. Navigate to the Notes section. Use the New Note field to enter your comments, reminders, or observations about the employee.

    1. You can use the text styling menu to format the message. You can also add links, in-line images, and one JPG, PDF, CSV, or short MP4 file.

  4. Use the Shared/Private toggle to set this as a Private Note.

  5. Click on Save Private Note.

Create a Coaching Note from the Notes Page or Quick Create Menu

  1. There are two paths for creating a Note outside of a the Session page:

    1. Notes page: Go to Coach --> Note --> + Create Note.

    2. Quick Create menu: Go to the plus icon near your profile picture --> Note.

  2. Go to Coach --> Note --> + Create Note.

  3. Use the Name selector to pick the employee whom the Note is about.

  4. Go to the New Note field and enter your message. Use the styling menu to modify the Note format. You can also add links, in-line images, and attach one JPG, PDF, CSV, or short MP4 file, if desired.

  5. Use the Shared/Private toggle to designate this as a Private Note.

  6. Click on Save Private Note.

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