Step 1: Start a New Session Note
From your EvolveWell dashboard, click Create a Note.
The Session Notes option will automatically be selected.
In the AI chat, type something like:
“I want to create a template for my session notes to summarize my sessions for clients.”
This tells the platform you’re building a reusable framework for summarizing client sessions.
Step 2: Define What You Want in the Template
Next, specify what your session notes should include.
For example:
“Include a summary of the session, key takeaways, any follow-ups discussed, and suggested assignments for next steps.”
EvolveWell will generate a clean and structured Session Notes Template with these sections built in.
Step 3: Review and Customize the Template
Once the AI generates the note format:
Review each section (e.g., Summary, Key Takeaways, Follow-Ups, Next Steps)
Adjust any labels, phrasing, or prompts to fit your coaching style
Remove any unnecessary tags, and add a new one such as:
session-note-template
coaching-summary
💡 Tip: Use clear section headers so the template works seamlessly with automatic transcript summaries later on.
Step 4: Save to Your Library
When your template looks ready, click Save to Library.
The Session Notes Template will now appear under your Templates → Session Notes section.
You can reuse this format anytime you pull in a transcript from a client session — EvolveWell will automatically populate the summary using this structure.
✅ Summary
Create a new Session Note and tell the AI you’d like to build a reusable template.
Include sections such as Summary, Key Takeaways, Follow-Ups, and Next Steps.
Customize, tag, and save it to your Library.
Reuse it anytime you summarize a session transcript.