You can add notes on the client's profile. This can be any kind of important information that isn't already covered anywhere else on their page, or just a simple reminder about something.
To add a note to the client:
1. Go to the client profile, and scroll down to the “Notes” section.
2. Add note title and note details.
3. If you want to share the note with the client, switch on “share with client”. Turn on Share with staff if you want to share the notes with the staff. If both switches are turned off, this will be considered as an internal note. The client and Staff cannot see an internal note.
4. Click on Add Notes to add the note.
To delete a note, click on the little “x” in the top right corner of a note.