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How do I record Member Notes?

Written by Daniel Freire

The Member Notes feature allows you to keep your member notes organized within your member profiles, for easy reference and tracking.

You can easily record your member date-stamped notes following these steps:

  • In the Members tab, Edit the client you wish to add notes for.

  • Open the Notes tab, click '+ Add Note' to write up a new note:

  • When you hover over your existing notes, you'll see Edit and Remove icons.
    All notes entered will be kept on file with the latest notes on top in chronological order.

*Note: All notes entered in this 'Notes' area will be visible to you only, it is not visible to your clients.

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