Admin notes allow you to create notes for an interaction with a client, or an Admin reminder for a follow-up report/referral.

This article includes:
​
​

1. From a Clients file

2. From the Dashboard

3. Edit or remove an Admin Note

1. From the client's Overview page, select Admin Notes > Add Notes.
​2. Adjust the relevant fields and dates, add a note, then click Save.

💡 SMS/Email appointment reminders & manual SMS/Email sent from the client record will be added as DONE Admin Note automatically.

1. From the Dashboard click Communication > Admin Notes > Add Notes

2. Adjust the relevant fields and dates, enter a client, add a note, then click Save.
​

💡 The Dashboard Admin Notes view will only list TO DO/IN PROGRESS notes, whereas notes marked as DONE will be mapped to the client file.

1. From the list, click View/Edit next to a note > Edit at the bottom > adjust the relevant fields, then click Save.

You may also be interested in:

📝 Dashboard Overview

📝 Internal Chat Function
📝 Add a message to your Noticeboard