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Template · Education · 6 sections

School Counselling Session

Counselling session note adapted for the school context. Captures presenting concerns, the conversation and intervention, mood and risk where relevant, agreed plan, and any liaison with teachers, year coordinators, or external clinicians. Designed for school counsellors, psychologists, and wellbeing staff working under school confidentiality limits.

Built for

  • School Counsellor

Find it on the templates page

6 sections

Template structure

The school counselling session template captures these sections automatically from your recording when your school has added AI. With AI off, staff fill in the sections themselves.

  1. 1 Student Details
  2. 2 Presenting Concern
  3. 3 Session Content
  4. 4 Strategies Discussed
  5. 5 Plan
  6. 6 Parent/Teacher Liaison

The School Counselling Session template

SCHOOL COUNSELLING SESSION

Date: | Student: | Grade: | Duration:

REFERRAL CONTEXT:

Source: ( ) Teacher ( ) Parent ( ) Self ( ) Admin

Concerns:

SESSION CONTENT:

Presentation:

Topics discussed:

Academic connection:

Social functioning:

INTERVENTIONS:

( ) Supportive counselling

( ) Skills training

( ) Problem-solving

( ) Crisis support

Details:

RISK ASSESSMENT:

Level: ( ) None ( ) Low ( ) Moderate ( ) High

Actions:

COORDINATION NEEDED:

Teacher consult: ( ) Yes ( ) No

Parent contact: ( ) Yes ( ) No

Team meeting: ( ) Yes ( ) No

PLAN:

Next session:

Recommendations:

The opening of the template: its headings and fields.

How it works

  1. 1

    Record or dictate the meeting

    In the room or over a video call. Audio is deleted once transcribed. If a recording can't upload or be transcribed, it stays on your device so you can try again.

  2. 2

    Pick the School Counselling Session template

    When you record, dictate or upload, press the Note template button, search by name or section, and open Sections to preview it. Make it your default at this school so it is ready next time. You can switch templates until you submit the recording.

  3. 3

    Review and finalise

    Your note is generated in the structure above. Edit anything you want — in your school’s words — then save to the student’s record.

Quick guide

Which template should I use?

Start from what just happened. You can switch templates until you submit the recording.

More education templates

Student Check-in Note Lightweight check-in note for short, scheduled or drop-in wellbeing conversations. Captures the focus of the conversation, mood and any risk noted, what support was offered, and whether a follow-up is needed. Designed for high-volume, low-friction logging by wellbeing teams and chaplains. Read → Student Welfare Review Welfare review meeting notes documenting concerns across academic, social, and personal domains. Read → Classroom observation record for school staff Structured classroom observation capturing the context of the lesson, the student's engagement and behaviour over time, peer interactions, work output, environmental factors, and a brief interpretation. Suits learning-support, wellbeing, and behaviour referrals as the evidence base for next-step planning. Read → Termly student progress report for schools Formal progress report for parents, school leadership, or external providers. Captures the student's starting point, goals or targets, progress since the last report, evidence of growth, areas needing further support, and recommended next steps. Suits termly reporting cycles and external review. Read → Functional Behaviour Assessment Structured Functional Behaviour Assessment (FBA) documenting behaviour patterns, antecedents, and functions. Read → Parent Meeting Summary Summary of a parent or carer meeting — who attended, what was discussed, decisions or agreements reached, follow-up actions and timelines, and any concerns raised that need referral or escalation. Use after wellbeing, learning-support, or behaviour conversations so the record matches what was agreed in the room. Read →
Browse all education templates

Guides for this kind of note

All guides on School docs

Mandatory reporting guides by state

Try the School Counselling Session template free

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  • A made-up school like yours to explore for 14 days
  • We check each request by hand and reply within two school days
  • Made-up students only: no real student information needed

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