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How to add Notes to a Participant.
How to add Notes to a Participant.

Wondering where to keep a record of your meetings with a program participant? Somewhere to jot down notes... We have got you covered!

ESTHER Support avatar
Written by ESTHER Support
Updated over 2 months ago

If you would like to input additional information, keep a record of meetings, or simply include a check list of reminders, we have created a space especially for this.

  1. In the ESTHER dashboard, select the participant you would like to associate the notes with from your live participant list.

2. Select 'edit participant'.

3. This will open up their information, head to the top right hand corner and click on the two speech bubbles (highlighted blue in the below image).

4. Select 'Create new' note.

5. Write your note and select close. They auto save and will show next time when you come back to add more!

6. The icon will now show with a number representing how many notes are stored.

Thanks for reading! We hope this was helpful. Please dont hesitate to get in touch if we can help further.

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