Admin notes allow you to create notes for an interaction with a client, or an Admin reminder for a follow up report/referral.
From a Clients file
1. From the clients Overview page, on the left side menu click Admin Notes, then Add Notes.
💡 SMS/Email appointment reminders & manual SMS/Email sent from the client record will be added as an DONE Admin Note automatically.
2. Adjust the relevant fields and dates, add a note, then click Save.
From the Dashboard
1. From the Dashboard click Admin Notes, then Add Notes, or click Communication, then Admin Notes.
💡 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.
2. Adjust the relevant fields and dates, enter a client, add a note, then click Save.
Edit or remove an Admin Note
1. From the list, click View/Edit next to a note, click Edit at the bottom, adjust the relevant fields, then click Save.