The Unified Notes Experience
Linking Notes to Appointments
Navigation Path: Sidebar > Clients > Select a Client > Notes Tab
Navigate to the Notes tab within a client's profile.
In the top right of the notes area, locate the Note button.
Click the dropdown arrow on the Note button.
Select Appointment Note from the menu.
Shift Notes are now integrated directly into the client’s Notes tab. When creating a note, you can now link it directly to a specific shift using the "Link Appointment" dropdown. This ensires shift-specific feedback is permanently attached to the correct calendar entry from audit purposes.
Sticky Filters and Unified Feed
Navigation Path: Sidebar > Clients > Select a Client > Notes Tab>Filter Icon
The Notes tab now displays General, Task, and Appointment Notes in one single, searchable feed. You can filter by author, note type, source, or date. These filters are "sticky", meaning the system will remember your preferred view even if you leave the page and return.
Accessing Staff Notes
Navigate to Staff from the main menu
Click on a staff member's name to open their profile
Select the Notes tab
Viewing Notes
Notes are displayed in a table showing:
Column | Description |
Note | The note title (click to view full details) |
Author | Who created the note |
Created | When the note was created |
Actions | Edit or delete options |
Click on a note title to open the full note in a modal and read all the content.
Adding a Note
Click the Create Note button in the top right corner
Enter a Title for your note
Write the note Content in the editor
Click Save to create the note
Editing a Note
Click the ⋯ (three dots) button in the Actions column
Select Edit
Modify the title or content as needed
Click Save to apply your changes
Deleting a Note
Click the ⋯ (three dots) button in the Actions column
Select Delete
Confirm the deletion in the modal that appears
Note: Deleted notes cannot be recovered.