Notes

What you see on this tab

A list of notes, newest first. Each row shows the title, a one-line summary, the visibility (private or client-visible) and the timestamp. Click a row to expand the full note.

Add a new note

1. Click + New note in the top-right.
2. Type the title and the note body.
3. Toggle Client visible on if you want the contact to see the note in their portal. Leave it off for private coach notes.
4. Save. The note appears in the list.

Note field reference

Title *

Short summary of the note. Shown in lists and notifications.

Body *

The full note. Plain text or rich text.

Client visible

Off by default. When on, the contact sees the note in the client portal's case journal.

Tags

Free-form labels. Use them to filter the notes list.

Edit or delete a note

1. Click the three-dot menu on the note row.
2. Pick Edit or Delete. Deleting is permanent.