Here’s how to add activity instructions so staff know what to do when running them.
To find the booking section from the Frontdesk, select Current under the Activities tab, and click Edit on the activity of your choice. This will take you to the activity summary tabs.
Select the Notes tab, then select Add Note.
Choose a Note Type
General – mainly used for instructions.
Journal – to record what has happened in a session.
Enter a Date / Time, Title, Description (required)
Checkbox – Is a priority note that stays at the top of note list.
Checkbox – Is confidential and not visible to normal users.
Checkbox – Track time spent.
Link to Person if the note is specific to that individual.
Link to Activity – this is automatically set to the activity you’ve selected.
Labels, enter labels to categorise the note for filtering ie Instructions.
Select Add.