Notes Section Overview
Explore the functionality of the Notes section in Trova. These FAQs guide you through creating, editing, and managing client notes, including attaching files and ensuring accurate documentation for every appointment.
6 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 do the note statuses mean?
- What does Mark Note Complete mean in the platform?