Business owners: keep coaching notes linked to correct fellow records

Program coordinators lose coaching notes when submissions aren't linked, creating orphaned records. This attaches each note to the matching fellow record so coordinators see full coaching history.

Overview

Orphaned coaching notes create administrative overhead and risk losing learner context. This workflow ties every submitted note to the correct fellow record, giving program coordinators continuous visibility and eliminating manual reconciliation. Customers report faster response times and zero missed follow-ups.

Notable Features

Attach notes to matching profiles
Flag unlinked submissions for review
Create or update fellow history entries