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Notes

Your notes, written your way

Write the session up in your own words, in the client's record — private to you, and findable again in seconds.

✓ Private to you✓ Searchable across clients✓ Free plan available
🔒 app.mywellops.com/clients/amelia-johnson/notes
Amelia Johnson's client record, open on the Notes tab
✓Session 6 savedAmelia Johnson · private to you
⌕Found in 0.2s“sleep” · 3 notes across 2 clients
Client record overview: sessions, tasks, next appointment
▤Notes tab · 8 notesNext to appointments, files, invoices
In the record

Write it in the client’s record, not in a separate app

Every client has a Notes tab beside their appointments, tasks, invoices and files. Open the client you're with, write, and it saves where it belongs — on their Notes tab.

One record per clientEverything about them, one page.
Never in their portalNotes are yours; clients can’t see them.
Find it again

Notes across every client, one search

The all-notes view lists the notes you write there, for every client, newest first. Search covers client names, titles and the note text itself, so a half-remembered phrase is enough.

Full-text searchFilter by this week, this month, older.
Freeform or templateBlank page, a SOAP template — or an AI draft.
All-clients notes list with search and date filters
⌕Search runs on the text tooNot just titles
Write however the session calls for

A blank page, an AI draft, or a template

FreeformAs long or as short as the session needs.
AI-draftedAI Notes drafts it from the recording; you review before it is saved.
From a templateSOAP and progress-note templates from Documents — save your own.
See AI Notes →
New note · Amelia JohnsonBlank page
Untitled note
Start writing — as long or as short as the session needs
Search

Find any note, across every client

Search runs across client names, titles and the notes themselves, so a half-remembered phrase is enough. Try “sleep” or “review”.

⌕
Any timeThis weekThis monthOlder
Sort: Most recent ⌄
6 notes
Amelia JohnsonSession 6 Sleeping through most nights now. Most of the session on the annual review on Friday. 12 Mar
Oliver SmithIntake Referred by GP for lower back pain after a running injury. Poor sleep since January. 11 Mar
Leo BrooksSupervision prep Bring the rupture and repair with Leo to supervision. Review goals set in session 2. 9 Mar
Amelia JohnsonSession 5 Review on the 13th is the big worry. Try grounding before meetings. 5 Mar
Grace PatelSession 3 Grief work continued. Talked about her mother’s garden; first time she laughed in session. 27 Feb
Noah EvansDischarge summary Goals met. Sleep hygiene routine now habitual. Open door to return if needed. 14 Jan
AJAmelia is joining…
LAST SESSION · 5 MAR
YOUR NOTE

Review on the 13th is the big worry. Try grounding before meetings.

AI NOTES SUMMARY

Sleep improving. GAD-7 11. Agreed to role-play a manager conversation.

In the video call

Walk in already briefed

When a video session starts, the last session sits beside the call — your own note, the saved AI Notes summary, or both, labelled. No reading back through a record in the two minutes before a client arrives.

Or have the session written up for you

One is a blank page, the other is a first draft. Both land in the same client record.

THIS PAGE

Notes

✓You write it yourself, whenever you like
✓Freeform, in your own words
✓Searchable across every client
ALSO IN MYWELLOPS

AI Notes

✓Records a live or video session, with consent
✓Speaker-separated transcript
✓A draft stays a draft until you save it
Explore AI Notes →

How we help wellness professionals grow

160+ hrs

Cut from admin a year — a full month of work back.

£2,000

Saved a year by replacing booking, calendar and notes tools.

14+ hrs

Saved on billing every month.

96%

Of practitioners say setup is simple — no technical skills needed.

How it works

Your first note in a minute

No setup — notes live in the client record you already have.

01of 4
OverviewNotes · 8Files
STEP 01
Open the client

Every client has a Notes tab, next to their appointments, files and invoices.

STEP 02
Write it your way

Freeform, from a template, or start from an AI draft after a recorded session.

STEP 03
It saves where it belongs

Private to you, in the client record. Clients never see notes from their portal.

STEP 04
Find it again in seconds

Search the all-notes view by client, title or note text.

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Can I write session notes inside the platform?−

Yes. Notes are written and stored directly in the client’s record — structured, searchable, and private.

Are there templates for different note types?+
What is the difference between Notes and AI Notes?+
Are notes private and encrypted?+
Can I search across all client notes?+

Write it once. Find it always.

Start free. Notes are included on every plan.