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From Main Dashboard 1. Click the green "New Note" button in the upper right-hand corner of the dashboard 2. Click client name 3. Click "Yes" From Schedule 1. Double click on event 2. Click "Edit current occurrence" 3. Click the green "Note" icon 4. Click "Save" From Client List 1. Click "View Client List" 2. Click blue "Notes" button next to the client name 3. Click "New Note" 4. Click "Yes" EDIT From Todo list 1. Click checkbox next to the note 2. Click blue "Edit" button 3. Make your edits 4. Click "Save Note" From Client List 1. Click "View Client List" 2. Click blue "Notes" button next to the client name 3. Click "View Notes" 4. Click blue "Edit" button next to the note 5. Make your edits 6. Click "Save Note" 1. Click "View Client List" 2. Click blue "Notes" button next to the client name 3. Click "View Notes" 4. Click the checkbox next to the note 5. Click "Download/Print Selected Items" 6. In the new PDF window, click the "Print" icon in the upper right-hand corner Comments are closed.
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AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
September 2021
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