How to Create A General Note For Client
Sometimes a General Note has to be made for a client.
There two methods To do this.
Here are the steps to create a general note for the client.
- Go to Clients on main menu
- Click on the client in the client menu on the right
- Go to the Notes tab on the top bar menu
- Click on Create New Note
- In the note write the note and select General Notes
- Then Click on Submit
- Go to Calendar on main menu
- Select an appointment and Select Notes tab in the appointment pop up menu
- Select Create New Note
- Type the note in the in the section where is says Enter Note For This Client Here
- Select General Notes under where it says Enter Note For This Client Here
- Click on Submit