The Date-Stamped Client Notes System is a feature that allows you to keep your client notes in a systematic and organized fashion.
You can easily record your client date-stamped notes following these steps:
1. Go to the 'Clients' tab
2. Look for your client's profile and click the 'Edit' button
3. Head over to the 'Notes' sub-tab
4. Click the '+Add Notes' blue button
5. That's it! All notes entered will be kept on file with the latest notes on top in chronological order.
You can also amend your existing client notes by editing or deleting by using these buttons:
*NOTE: All notes entered in this area will be visible to you only and will not be shown in the 'MyWebsite' (client login area)