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How do I record Member Notes?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

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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