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Where can I see my client’s notes and info during a session?

Find your notes, past session summaries, goals board, reminders and exercises during a live video session.

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Written by Tvisha Patel

During a video session, the client panel of sections you normally see on the right of the chat is hidden so your video has more room.

How to open it

Look for the small red tab on the right edge of your screen, halfway down, labelled Open. Click it to open the panel. Click Close to hide it again.

Don’t see the tab?

  • While you’re sharing something, the button is hidden while you’re sharing your screen or sharing the Goals Board.

  • If your browser window is too narrow, make the window wider or full-screen, and the tab will appear.

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