How do I update a group follow-up notes?


You can take/update Session Notes for a group appointment by going to any of the clients belonging to that group in the appointments section.

  1. Go to the CONTACTS tab and filter the group from the drop-down list to the left.
  2. Select any of the clients in the group.
  3. In the Appointments page, click on the button "Session Notes"  to the right of the group appointment and take/update the notes in the lower half of the screen where you see the section titled "Appointment Notes To E-Mail To: {Group Name}".
  4. Use the button "SEND FOLLOW UP NOTES TO CLIENT", if you want the clients in the group to receive the notes/updates to the notes. The system will send them to each client in the group.
Have more questions? Submit a request


Powered by Zendesk