This article is for Coaches and Admins.
Prerequisites: You must have an active 1:1 coaching engagement with the coachee.
Note: From a session card, you have three actions — View Resources & Notes, Add Session Resources, and Add Session Note. Group coaching sessions show View Resources and Add Resources instead; session notes are not available for group coaching.
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. Each resource displays icons to Download, Open New Page, or preview in a modal (Eye icon). Momenta resources open in the app via the Eye icon.
3. Public notes from you and your coachee also appear here.
Adding Session Resources
4. From the session, click Add Session Resources. The modal shows resources from your Curated Resource Library, including Momenta resources.
5. Use the search field to filter resources by keyword.
6. Select one or more resources and confirm. They're linked to the session immediately, and the resource count updates.
Tip: Only CRL resources for your client appear in this modal. Notes do not appear here — use View Resources & Notes to see notes.
Adding a Session Note
7. From the session, click Add Session Note.
8. Fill in the note details:
- Notes Name — a descriptive title.
- User — the coachee the note relates to.
- Notes Type — pre-set to this session's date.
9. Write your note in the Notes field. Use the formatting toolbar for clarity.
10. To attach a file, click File and select a file from your device.
Alert: Files attached to session notes are stored with the session — they will not appear in the Curated Resource Library.
11. Set the note's visibility: check Give coachee access to view note to share it, or leave it unchecked to keep it private to you.
Note: Visibility is enforced server-side — a private note is never visible to your coachee.
12. Click Save.
Note: Admins can also add session notes from a coachee's Profile > Sessions tab.
Deleting Your Own Session Notes
13. From View Resources & Notes, locate the note. A Delete icon appears only on notes you authored.
14. Click Delete and confirm — the prompt identifies the note being deleted.
Alert: Deletion is permanent and removes the note for all parties. You cannot delete your coachee's notes.
Related Articles
- Viewing and Managing Sessions
- Notes
- Filtering and Sharing Curated Resources