Progress notes

Progress notes

Progress notes

Progress notes are a private record of how a client is getting on — an injury to work around, a goal they are chasing, what you covered last time. They are never visible to the client inside Bobclass Go — though, as covered below, you can manually share an individual note with them yourself if you choose to.

Creating a note

Open the client profile and go to the Progress notes tab. Tap to add a new note. Each note has:
  • Date — set automatically when the note is created
  • Free text — write whatever is relevant
  • Files and media — attach images or files to the note

Who can see them

Progress notes are written and read in Bobclass Studio Manager, by the studio owner.
The Bobclass Team app does not include progress notes. Instructors signing in there see their own calendar, client names, attendance and checkout — not the client's notes. See  What team members see .

Editing and deleting notes

Notes can be edited or deleted after they are created.

Sharing a note

Progress notes are private by default. To share one with a client, open it and select Share from the action menu. This opens the standard share sheet on your device, so you can send it by email, WhatsApp, Messages or anything else you have installed.

Related articles

  •  Client profiles explained 
  •  Adding and managing clients 
  •  What team members see