How to add default recommendation notes

With our new Default Recommendation Note feature, you can automatically apply a default note to all current and future recommendations (where a note doesn't already exist), allowing you to share consistent guidance, affiliate links, or brand recommendations!

  1. To get started, simply click Professional Tools > Default Recommendation Notes:

  1. Add your first note by selecting Add Default Note:

  1. Add your note; remember, both you and the client will see this note if you client is connected. See our example below:

  1. Select Add Default Note

  1. When adding recommendations to your clients' Action Plans, you will automatically see your default note pinned to the recommendation:

Remember, you can easily manage all your default notes in one place, on the Recommendations Notes (Professional Tools > Default Recommendation Notes) page!:

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