VoyjHelp Centre

Session Notes

Updated 8 September 2026

Session Notes tab on a session showing journal entries for the meeting.
Session Notes tab on a session showing journal entries for the meeting.

What you see on this tab

Free-form notes attached to the session. Each note shows the author, timestamp and (if relevant) whether the contact can see it through the client portal.

Add a session note

  1. Click + New note.
  2. Type the note body. The title defaults to today's date and the session name.
  3. Toggle Client visible on to share with the contact.
  4. Save. The note appears in the list and (if shared) on the contact's portal.

Field reference

Title *
Defaults to the session name. Override to give the note a clear headline.
Body *
Free-form. Rich text and markdown supported.
Client visible
Off by default. When on, the contact sees the note in their portal session view.
Tags
Free-form labels.