Client History

Build rich client profiles with session history, progress scores, and AI-powered snapshots that improve extraction over time. Client History Coach Notes automatically builds client tracking and session history when you link recordings to specific clients. This coaching progress context improves AI extraction quality and helps you stay on top of each client's journey-so you spend less time catching up and more time coaching. Client history is optional: you can record without linking a client for one-off sessions. For ongoing coaching relationships, linking clients unlocks the snapshot card and richer AI extraction. Linking Clients When...