Feature
Every session insight, captured and ready when you need it.
Capture private session notes that stay organized by client and engagement.
Private notes, perfectly organized
Coaching insights are only valuable if you can find them. Kaido keeps all your session notes organized by client and engagement. No more scrolling through a notebook or searching your email for that observation from three months ago. Your notes stay private: clients never see them.
- Create notes for any client at any time
- Notes are private and never visible to clients
- Notes organized by client with titles and dates
- Search and browse your full note history
Notes
Post-session: Q1 review
March 19Discovery call observations
March 17Mid-program check-in notes
March 14Session 3: goal alignment
March 10Rich notes that capture the full picture
Some sessions deserve more than a bullet point. Kaido's note editor supports rich text so you can capture detailed observations, structure your thinking, and include follow-up actions, all in the same note. Tag notes with the client and engagement they belong to.
- Rich text editor for detailed session notes
- Add titles so notes are easy to find later
- Tag notes with the relevant engagement
- Review past notes before your next session
Post-session: Q1 review
Key observations from today's session:
Sarah had a major breakthrough today around pricing positioning. After reviewing the worksheet, she realized she's been undercharging relative to her market by nearly 40%. Strong emotional resistance.
Action for next session: revisit competitive positioning exercise and review the revised pricing tier she's drafting.
Notes connected to each engagement
View all notes related to a specific client engagement in one place. Whether you have five notes or fifty, filtering by engagement gives you the focused context you need for that relationship, without wading through notes from other clients.
- Notes tab within every client engagement
- Filter notes by engagement instantly
- Add a new note directly from the engagement view
- Notes chronologically ordered within each engagement
Sarah Johnson
90-Day Business Accelerator
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Frequently asked questions
Everything you need to know about notes on Kaido.
- Can clients see my notes?
- No. Notes are strictly private. They are only visible to you and team members with the appropriate role. Clients have no access to notes regardless of what's written in them.
- Can I attach a note to a specific session?
- Notes can be attached to a client's engagement, which keeps them organized in the context of that coaching relationship. You can title notes with the session date or topic for easy retrieval.
- Is there a limit to how many notes I can create?
- No. You can create as many notes as you like for any client. All notes are stored and searchable from your dashboard indefinitely.
- Can multiple team members add notes to the same client?
- Yes. Any team member with access to a client engagement can add their own notes. Notes are attributed to the team member who created them so you can see who wrote what.
- Can I format my notes?
- Yes. Kaido's note editor supports rich text formatting: headings, bold, italic, bullet lists, and more, so you can structure your observations and session summaries exactly how you prefer.