Capturing a client note lets you quickly document session details, observations, and important updates while everything is still fresh. This helps you keep accurate records, stay organized, and support consistent, high-quality care for every client.
In this article, we will cover how to:
Create a client note
Navigate to the Clients Page.
Select the client for whom you would like to record a note.
Press New Note in the right-hand corner of the page.
Select who the note is viewable by through the share button.
Complete the note and click Complete. You can also lock the note.
Note: You can use our quick insert shortcut to easily add lists, images, headings, form fields, and even AI smart prompts. Simply use the slash command ( / ) to open a menu with options.
Create a note from within your calendar
Navigate to the Calendar page.
Go to the Appointment for which you are creating a note.
Select Create note.
Complete notes as normal.
Use a template in your note
In the note modal, select the file icon in the bottom left corner.
After selecting the file icon, select See Template library.
Select which template you would like to use and press select template.
Important:
If you want to use a template in your note, insert the template first, then add your content afterward. If you have already typed your note and then click Use template, the template will replace everything, including your existing text.
Use smart chips in the note editor
Create a note as stated above.
Select the data chip icon (pill-shaped) next to the field's icon.
Add the data chip with the information you would like pre-filled for the client you are creating a note for. The information will auto-populate from the client's information.
Save or send the template as usual.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.