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Add and manage notes (client and session)
Updated over a year ago
  1. From the client profile go to the tab "Notes"

  2. Select "Create new note"

3. Select "client note" or "session note" and click "save new note"

Once added, the notes will display on the client profile. Session notes will also appear on the client profile in the calendar view.

Session notes display on the right hand side next to the session

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