This article is for Coachees.
Note: From a session card in a 1:1 coaching engagement, you have two actions — View Resources & Notes and Add Session Note. Your coach adds the resources; you can view them and add your own notes.
Viewing Session Resources and Notes
1. From your dashboard, locate the session and click View Resources & Notes. When resources are attached, a count appears in parentheses next to this action.
2. Resources appear as individual cards. Use the icons to Download, Open New Page, or preview in a modal (Eye icon). Momenta resources open in the app via the Eye icon.
3. Click the bookmark icon on a card to save a resource for quick access later.
4. Public notes from you and your coach also appear here.
Note: You can view session resources but cannot add or remove them — only your coach can.
Adding a Session Note
5. From the session, click Add Session Note.
6. Fill in the note details: Notes Name, User, and Notes Type (pre-set to this session's date).
7. Write your note in the Notes field, and click File to attach a file if needed.
8. Set the note's visibility: check Give coach access to view note to share the note with your coach, or leave it unchecked to keep it private to you.
Note: Visibility is enforced server-side — a private note is never visible to your coach.
9. Click Save.
Deleting Your Own Session Notes
10. From View Resources & Notes, locate the note. A Delete icon appears only on notes you authored.
11. Click Delete and confirm — the prompt identifies the note being deleted.
Alert: Deletion is permanent. You cannot delete notes your coach wrote.
Related Articles
- Viewing and Managing Sessions
- Notes
- Accessing and Filtering Curated Resources