Documentation · People & sessions

Session notes

Session notes are where you keep the record of what actually happened — reflections, prayer requests, things to follow up on next time. Every note you write belongs to your account alone; no other director using Directee can see it, and directees don’t have access to their own notes.

Write a note from a directee’s page

The fastest way to log a note is from the person it’s about. Open the directee, go to their Notes tab, and add it there — Directee already knows who the note belongs to, so you just pick a date and write.

You don’t need to give the note a title here. Directee titles it for you automatically once you save.

  1. Open the directee under People.
  2. Go to the Notes tab.
  3. Click Add Note.
  4. Set the date — it defaults to today, but you can pick an earlier date if you’re writing the note up after the fact.
  5. Optionally choose a template to pre-fill the body, then write the note.
  6. Save.

Starting a note from the dashboard’s Today widget takes you to this same form with the directee already selected.

Write a note from the Notes list

Resources → Notes shows every note you’ve written, across every directee, in one place. Creating a note from here gives you more control than the directee’s page: you type your own title, and you can attach a category as well as a person.

This route doesn’t have a date field — the note is simply dated by when you save it. If you need to backdate a note, add it from the directee’s page instead.

  1. In the left navigation, open Resources → Notes.
  2. Click New Note.
  3. Give it a title — this is the one place you type it yourself.
  4. Optionally choose a template to pre-fill the body.
  5. Choose the person it’s about — or leave this blank for a general note that isn’t tied to anyone.
  6. Choose or create a category, write the body, and save.

Note templates

A template is reusable content you drop into a note instead of writing the same structure from scratch each time — a standard check-in outline, an intake format, whatever you find yourself repeating. Templates only fill in the body; you still write or edit the note freely afterward.

Templates are private to your account, the same as notes.

  1. In the left navigation, under Settings, open Note Templates.
  2. Click New Note Template.
  3. Name it, add an optional description, then write the content you want to reuse.
  4. Toggle "Set as Default Template" if this is the one you reach for most.
  5. Save.
  6. Then, when writing any note, choose it from the Template dropdown to pre-fill the body — you can still edit the text after it loads.

If a bullet list in a template won’t take your cursor where you expect, click directly inside the bullet before typing — a known quirk of the editor.

Organize and find notes

Every note can carry a category — pick from your existing ones or create a new one on the spot, right from the note form. Categories only apply to notes created from Resources → Notes; a note added from a directee’s page doesn’t have one unless you edit it afterward from the Notes list.

The Notes list can be filtered down to just the notes attached to a person, or narrowed to other kinds of records Directee attaches notes to (tasks, milestones). It’s also searchable by title or note content, and sorts newest first — using the date you set on the note where one exists, or the date it was saved otherwise.

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