Session Notes Built for Coaching Practices
Vibly gives every session three kinds of notes: private notes only you ever see, shareable notes you prepare for the client with rich formatting, and the client’s own journal, which they keep private or share back. Notes live on the session, next to its recording and transcript, inside a HIPAA-compliant platform, so nothing sensitive travels by email again.
A note isn’t just a note
Around every session, several records want to exist:
Three authors, one session. On Vibly, each gets its own space.
How session notes work on Vibly
Most practices keep notes in a document that lives nowhere near the session: observations mixed with to-dos, client-facing summaries sent by email, and whatever the client writes for themselves lost entirely. Whether you coach executives, run wellness programs, or see therapy clients, the session deserves a better memory.
Private notes, actually private
A space per session that clients never see, for whatever helps you show up best next time: observations, reminders, working hypotheses, or process notes if you see therapy clients. You can even type them beside the video during a call.
Shareable notes, shared on purpose
Prepare client-facing notes with rich text: bold, italics, bullets, numbered lists, and hyperlinks. Vibly reminds you before a note goes out, so nothing shares by accident.
The client’s side of the record
Clients get their own note space to journal between sessions, track progress with context, and decide per note whether to keep it private or share it with you. The numbers say what happened; the journal says why.
Notes where the session lives
Every note sits on its session, beside the recording and transcript from built-in video or your connected Zoom account. Add notes to past or offline sessions too, so the record stays complete even when the work happened elsewhere.
Notes work with the rest of Vibly: Built-in Video, the Client Portal, Forms, and Secure Messaging. One session, one record.
Built for the way sessions get remembered
Why notes in a document fall short
Notes in a doc somewhere
- Notes in a doc, sessions in a calendar
- Summaries sent by email and lost
- One notes field for everything
- Client insights stay in their head
Notes on Vibly
- Notes live on the session
- Shared into the portal
- Private, shareable, and client’s
- A journal that reaches you
Why coaches keep their notes on Vibly
“There is a chat feature, as well as private notes and shareable notes for clients.”
“This was the third software that I tried and the first that felt like it was tailor made for coaches.”
Frequently asked questions
Can clients see my private notes?
No, never. Private notes are exclusively yours; client-facing content lives in shareable notes, which only go out after a reminder.
What can shareable notes include?
Rich text formatting: bold, italics, underline, strikethrough, bullet and numbered lists, and hyperlinks.
Can clients journal on their own?
Yes. Clients have their own note space for journaling and progress tracking between sessions, kept private or shared with you per note.
Can I add notes to a session that already happened?
Yes. Notes attach to past sessions, and to offline sessions you add to a client’s record.
Where do recordings and transcripts go?
Recordings and transcripts from Vibly Connect or your connected Zoom account appear in the note area of their session, so the whole record stays together.
Is Vibly for therapists too?
Yes. Coaches, therapists, and wellness practitioners keep session notes on Vibly, including private process notes, inside a HIPAA-compliant platform. Learn more on our therapists page.