Add / Edit a Note

Add / Edit a Note

There are two types of notes: course and personal. Course notes show up on the sessions and sheets pages. Personal notes are displayed as a label on the sessions page. You can add or edit on either the 'people' page or 'billing account'.

• To add a note, click on 'add note' on the right-hand side of the page
• Complete the note and add an attachment if necessary
• To edit, click on the pen
• To delete, click on the trash can and click 'confirm'
• If you star a personal note, it will appear on the sessions page