Default Recommendation Notes

Default Recommendation Notes automatically appear on all current and future client recommendations — ideal for consistent guidance, preferred brands, affiliate links, or dosage instructions you'd otherwise retype.

How It Works

A default note is automatically applied to every recommendation that doesn't already have a custom note. Any new recommendation added to your clients' Action Plans includes your default note automatically.

📌 Keep in mind: A Connected Client (a client who manages their own SelfDecode account) can see these notes, so keep them client-friendly.

How to Create a Default Note

1. Go to Default Recommendation Notes.
2. Click Add Default Note.
3. Select the recommendation you want to note.
4. Write your note — product guidance, a preferred brand, an affiliate link, dosage details, or anything you want to include consistently.
5. Click Add Default Note to save.

Your note now appears automatically on all matching recommendations in your clients' Action Plans.

💡 Ideas for Default Notes

• Preferred supplement brands or product links
• Affiliate links for products you recommend
• General dosage guidance or timing instructions
• A reminder to consult with you before starting a new supplement
• Links to your website, intake form, or booking page

Managing Your Default Notes

View, edit, or delete all of your default notes in one place on the Default Recommendation Notes page.

🙋 Need Help?

If you have questions about default notes or any other feature, reach out at support@promicsedge.com or use the chat bubble in your account.