How to Create Client Notes

A handy tool to save remarks

Client notes allow you to store freeform note fields against a client. Notes are visible to all staff members but not clients.

Notes can be edited and deleted by the note's author or admins. A note can also be pinned to the top of a client's profile, which makes it visible first whenever notes are viewed.

Opening a client note

  1. Log in to your account.
  2. Click Clients on the left menu.
  3. Click the Clients list menu tab.
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Clients list tab

  1. Scroll through the client list and click a name.
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Client names

  1. On the Client overview page, enter text into the CLIENT NOTES field.
  2. Click Save note.
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Notes field

Editing and deleting

Saved notes display under the CLIENT NOTES field. Each note can be edited or deleted by staff users.

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Edit note

Pinning a note

Click the Pin icon to keep the note close to the CLIENT NOTES field. Pinned notes do not move when admins or staff add notes to the list.

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Pinned note