All Collections
Appointment Notes
Appointment Notes covers how to create, edit, and manage session notes for your appointments. These FAQs ensure you can keep thorough records for each client, update notes as needed, and maintain organized documentation for every session.
20 articles
What is the purpose of the Notes section in the platform?
What details are visible in the Notes section?
What actions can I perform using the menu options in the Notes section?
Can I create a new note directly from the Notes Section?
What does the status in notes mean?
What does Mark Note Complete mean in the platform?
How do I create a new note for a client?
How do I add a note to my client in the client profile?
What formatting options are available for notes?
Can I link items to the note, such as URLs?
How do I hyperlink a URL in a note?
How do I save a note to a client’s record?
What does Save for Later do in the notes section?
Can I edit a note after marking it as complete?
Why can’t I save my note, the buttons are not enabled?
What is the character limit for a notes?
What if I want to upload a note to the note section?