How to Add Notes to a Client's Profile

Whether you need to quickly jot down a note about a client, write about a recent health breakthrough, or want to keep track of how your client is doing after every session, Notes enables you to keep all of your discoveries in one place.

Here's how to use Notes: 

1. Select the client on your My Clients page by clicking their name.

2. Select Records > Notes.

3. Click the + to start a new note.

4. Create a title for your note (in the text box that says "Untitled") and start typing your note in the text box below ("Start typing here"). 

5. Your changes will automatically be saved, but you can also scroll down and click Save Changes at any time.

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