Summary

What you see on this tab

Two rich-text editors side by side: Coach summary on the left (private to you and other coaches on the case) and Client summary on the right (visible to the contact in the client portal).

Write a coach summary

1. Click into the Coach summary editor.
2. Type your private recap — what was covered, what worked, what to follow up on.
3. Save. The summary is visible to other coaches on the case but not to the contact.

Write a client summary

1. Click into the Client summary editor.
2. Type the version the contact should see — shorter, free of internal jargon.
3. Toggle Client visible on.
4. Save. The summary appears in the contact's portal within seconds.

Field reference

Coach summary

Private. Default off for clients. Markdown and rich text supported.

Client summary

Off by default for clients. Toggle Client visible on to share with the contact.

Version

Auto-incremented every time you save. Used by the client portal to show only the latest version.