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How to automatically save items during a coaching session?

Save time during your coaching sessions with automatic saving between talking points — no need to click “Save & Next” every time!

Updated over a week ago

What’s new

Previously, you had to manually save each agenda item before moving on.

Now, some item types are automatically saved as soon as you interact with them.

1) Affected item types

Single choice / Yes-No / Scale / Evaluation criteria:

Your selection is saved automatically, and the next item opens instantly.

📝 Text, Multiple Choice, Date, E-mail, Number, URL, File, Label, Content, External Link, Indicator:

Still requires manual saving — click “Save & Next” .

2) Configure your items

When setting up a coaching template:

1️⃣ Open the agenda configuration.

2️⃣ For each item, you can:

  1. Enable automatic save and next.

  2. Allow or disallow notes.

3️⃣ If you allow notes, automatic save will be turned off for that item.

💡 Good to know

  • You can still use Text items for free notes.

  • Saving behavior now adapts to each item type.

  • Your coaching flow becomes faster and smoother — especially for long sessions.

See you soon on Incenteev! 😉

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