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.

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