Hey, Pros! In this article, we are going to show you how to create notes from Note Templates.

Note Templates are a powerful way to utilize the Heads Up Notes & Protocols feature without having to repeat yourself. If you haven't done so already, please visit this link here on how to create a Note Template.

To follow the in-app guide for a quick introduction to the Notes & Protocols feature, please visit this link here to open the app and trigger the flow.

If you have any questions throughout this process, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we'd be happy to help.

The Video

The Written How-to

Creating A New Note from a Note Template

From the Clients page click Notes in the left-hand menu, ensure you are on the Notes tab, click the Create Note dropdown and select the template you'd like to create from listed under the Create From Template section to open the Create New Note page:

Next: You have the option to update the Title (*title is required) for your note, the Date (*required) of the note (notes can be backdated), select from the Client dropdown the client you'd like to share the note with, and then under the Note Categories either add a new Category or select a pre-existing category from the dropdown, and add the Section Title:

Next: Update your template to include your client's information and give it a Preview. You can preview the note by clicking Preview in the top right, just to the left of Save. This shows you exactly what your template will look like when it is shared with your team members and your clients. From the preview view, you have the option to Continue Editing, Print, Save, or you can exit the preview using the X at the top right:

Share Your Note

Once your note is ready to send off, click Share, and then click Yes:

Important: Once a note is shared, the note cannot be edited or deleted.

How Your Client Views the Note

Your clients can view notes by clicking the Coaching Notes link in the left-hand navigation menu.

As a Pro, you have the option to view your client's page, navigate to the Coaching Notes page, and ensure the note was delivered successfully.

More About Notes & Templates

For a bit more information on creating New Notes, please visit the article: How do I create a New Note?

For further information on how to create Note Templates, please visit the article: How do I create a Note Template?

Need Help?

If you have any questions, please reach out to our support team here, or use the little blue circle with the white smiling message icon in the lower right corner of the app for further assistance.

Thank you!

Did this answer your question?