Client Notes

Client notes

Overview:

Notes are notes ✍️ Use client notes as you like wether it be a quick update, adjustment request, thought or more.

Quickly add a brief or long form note on any client from the tracking table.

• Click "..." next to the client name

• Select "Team Notes"

• Write a message click submit

This note will be global for any team member to view, so you're all on the same page.