In this article, learn how to add session notes in the Calendar.
APPLIES TO: Admins and Staff
Last updated: August 29, 2024
You are able to add notes to a session for internal (Admin Note) and external (Client Note) purposes.
Add Session Notes
- After logging into your account, hover over the main navigation bar on the left and click Calendar
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Locate the session you want to add a session note for
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Hover over the calendar card and select the three grey dots
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Click Add Session Note
- In the session summary drawer, click Add Admin Note to add a note for internal use. Only other staff members in your account will be able to see the note attached to the session.
- Enter the Admin Session Note you want to add for that session, click Save
- Click Add Client Note to add a note for the client's on the session to see.
- Enter the Client Session Note you want to add for that session, click Save
- If there is a client note on the session, clients will see a note icon that they can click on to view the note
- You are able to add a Staff Note and a Client Session Note to the same session