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Organize your data with client notes
Organize your data with client notes

You can now write your own notes for any client by visiting their profile in your dashboard

Dina Azouni avatar
Written by Dina Azouni
Updated over a week ago

This new feature allows you to organize each client's data and track important information, training protocol changes, performance, or anything else. Use your formatting, link to important files, and pin notes with a click!


Add a note to a client's profile πŸ“

To add a new note to a client's profile:

  1. Visit the client's profile in your clinical dashboard

  2. Locate the Add Client Notes section in the Overview tab

  3. Click ADD A NOTE

You'll be able to type in the note and format the text as you please, with the ability to:

  1. Edit the text (Bold, Italic, Underline)

  2. Add bullet-points

  3. Add numbered points

  4. Link to a webpage

Once you add a new note, you'll see it in the Notes section:


Pin, edit, or delete a note βš™οΈ

The following actions are available for any note you add:

  1. Edit

  2. Pin this note

  3. Delete

Once a note is pinned, it will be shown first in the notes section and highlighted in yellow. You can pin multiple notes that will be ordered from the latest to the earliest pin.


Team members πŸ‘₯

All team members in your clinical dashboard can view the notes on a client's profile. If multiple team members add notes to a client's profile, you'll see the team member's name next to the added note, which will help share important information across your team.


Do you have any questions? Send your inquiry to support@myndlift.com or chat with us through the Myndlift Dashboard!

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