Most coaches don't lose notes. They lose the thread: what the client committed to last time, which theme keeps coming back, how long it has been since you last spoke. When the notes live in a notebook, a notes app or a spreadsheet, that thread is three taps and a search away, usually while the client is already talking.
The Smart Coach keeps it on the client's screen.
In short
- Write the note on the session itself, with the session type, date and price.
- Type a #theme and it highlights as you write; search finds every session it came up in.
- The client's screen shows the last session's notes, the next appointment and a timeline of every session.
- The Client Brief sums up recurring themes, the last session and what's owed before you start.
- Export one session or every session as a PDF. Your clients never log in to anything.
Write the note where the session is
- New Session. Open the client and tap New Session. Pick the session type (you set types and prices once in Settings → Sessions & Pricing), the date, and write your notes during or after the session. Attach a file if it helps.
- #themes. Type #confidence, #delegation or any word with a # in front and it highlights as you type. Themes are your own words; there is no fixed list.
- Find it later. Search finds sessions by #theme and by the text of the notes, across every client.
Open the client, see where you left off
A client's screen shows the last session's notes with their #themes, the next appointment, the sessions you haven't billed yet, and a progress timeline: how often you've met, and every session with its themes. That's the screen to glance at in the minute before a call.
The Client Brief
On devices with Apple Intelligence, tap for a Client Brief: a short summary of the recurring #themes, what the last session covered, how long it has been since you met, and what is owed. It is written from your own records only, and it summarises; it does not give coaching, therapeutic or medical advice. It runs through Apple Intelligence, on your device or in Apple's Private Cloud Compute, never a third-party AI, and needs iOS 26 or later on an Apple Intelligence-capable device.
Share or export your notes
- One session: open the session and tap Export for a PDF of that note.
- Every session: Export Sessions on the client gives a Sessions Report PDF.
You choose what to share and with whom, from the share sheet. Nothing is shared with the client automatically, and there is no client portal.
Private by design
There is no account to create and no login. Your notes are kept in the app and sync between your iPhone, iPad and Mac through your own iCloud, which ZaatarLABS cannot access. Smart Coach is a practice app for coaches, not an EHR, and it makes no HIPAA claim.
Try it
The Smart Coach is on the App Store for iPhone, iPad and Mac, with no account to create. It's free for up to 2 clients; Premium is $2.99 a month, $29.99 a year or $79.99 once for Lifetime (US prices; local App Store prices vary).
Download The Smart Coach on the App Store or explore The Smart Coach.
Questions
Can I search my notes by theme?
Yes. Any word you type with a # in front becomes a theme, highlighted as you write. Search finds sessions by #theme and by the text of the notes, across all your clients.
Can I export my session notes?
Yes. Export one session as a PDF from the session itself, or every session for a client as a Sessions Report PDF with Export Sessions.
Can my clients see my notes?
No. There is no client portal or client app. A note only leaves the app when you export it and share it yourself.
What does the Client Brief include?
The client's recurring #themes, what the last session covered, how long it has been since you met, the next appointment and what is owed. It needs iOS 26 or later on an Apple Intelligence-capable device, and runs on your device or in Apple's Private Cloud Compute.
Is it HIPAA-compliant?
No. Smart Coach is a private-pay practice app for coaches, not an EHR, and it makes no HIPAA claim. Your notes stay in the app and your own iCloud.