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Student notes

Updated over 2 weeks ago

You can track information related to your students with Notes:

  • Document your meetings and interactions with students.

  • Create public notes, or make them private to record sensitive information.

  • Send notes via email to students, teachers or parents.

Step 1: Go to the Students in the left-side menu.

Step 2: Click on the name of the relevant student. This will take you to the student's summary page.

Step 3: Click on the Notes tab on the right of the page to view this student's notes.

Step 4: To add a note, click Add Note at the top right, give your note a title and add your content.

Step 5: If the note contains information that should only be seen by you, tick the Private Note checkbox. Otherwise, the note will be visible to other advisors. When you're finished, press Save.

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Step 6: You can share notes externally via email. Click the Email Icon to the right of the note, enter the relevant email address(es) and click Send button.

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Step 7: To delete a note, click the trash can icon. Confirm you wish to delete the note by clicking Delete. Once a note has been deleted it cannot be restored.

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If you have any questions, need further assistance or have some general feedback for us - we’d love to hear from you! Contact our Support team via Live Chat and by emailing hi@bridge-u.com.

If you have yet to join, our BridgeU Community is available. A space exclusively for our BridgeU counsellors to gain or share practices, discuss general questions or share your own successes with other BridgeU counsellors.

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