Adding / Editing Family Member Notes on Scheduler App

Modified on Mon, 19 Jan at 10:27 AM

Family member notes serve as a means for staff members to communicate among themselves, enhancing the provision of exceptional and personalized service to individuals. These notes offer insights into the preferences of family members.

Things to Know:

The family member notes section comprises a single note field, editable as needed, accessible from either their profile or an appointment modal. With each modification, the system automatically logs the timestamp of the last change and identifies the staff member who made the adjustments.
Family member notes will be showcased as pinned notes on the appointment modal, positioned below the family member's name within the appointment details section, and also featured on the notes page.
For clients with multiple family members, each note will be shown under the corresponding profile.

CONTENTS

Adding Family Member Notes
Editing Family Member Notes

Adding Family Member Notes

To add family member notes:

Log into the app. For details on how to, learn here
Once signed in, you will be directed to the schedule by default
Choose the Clients icon located at the bottom of the screen
Type the client’s name in the Search field or select the client from the client list
From the Client's family member section, select the family member you want to add a note to
On the family member’s profile, select Edit at the top right of the screen
Navigate to the Notes section on the family member profile
On the family member Note screen
- Type the desired note in the family member Note field
- Select + Photo to add images
- To print the note, click Print family member Note
- To pin the note, toggle the Pin Note button
- Click Save at the top right of the screen
Once saved, the note will be visible in the Notes section on the family member profile