Student and Session Notes

Use Notes to provide a more personalized experience, jog your memory and make a plan before an upcoming session. Notes can be kept private or shared with your student.

Notes in PGA Coach can be created in a few different ways and serve multiple purposes. We’ll recommend a few best practices but we also encourage you to use notes in the way that works best for you.

To get started, navigate to 'Contacts' in the bottom menu and select a student. On a student's detail page, you can quickly 'Add Note' from top menu or select the 'Notes' button to view all notes for a student and create a new note from here.

Use quick actions menus (⋯) on the note 'card' or within a specific note to share it with a student, edit or delete. 'Share with Student' populates the note contents into a Message via PGA Coach. The message can be edited before sending but changes made via Messages will not be saved back into the note.

Sending the message will trigger a push notification to the student on the MyPGA app (if they have it) as well as an email to the student with the subject "You have a new message" and the note content shown in the email.

Navigate to a session on your calendar or from your Upcoming Schedule on the home screen. Click on the session to view details and select ‘Add a Note’ to get started.

Once a note has been added, from within the session details, you can see a preview of your note, and quickly view or edit the note.

Another option for adding a session note is through the student’s session history. Navigate to 'Contacts' in the bottom menu and select a student. Choose ‘Sessions’ and within the more actions menu (⋯) of a session, you can Add a Note.

To share a session note with a student, simply click the toggle to make the note visible to the student on the MyPGA app.

The note for the student will be viewable in the same way - through the calendar and opening the session details via the MyPGA app.

The goal of the current Notes feature is to make it easier for you keep track of your students and share important details with them, building a better connection. We're always exploring ways to make it more valuable for you, like adding auto-reminders, attaching images/videos and allowing students to create notes.