1. From the Frontdesk, head to the Staff header, click Staff List

  2. Search their name, click Edit.

  3. On the Profile tab, on the Important Notes panel, click +Add

  4. This opens the Add Note window. Here, you can –

    • Date/time

    • Title

    • Description

    • Tickbox - Is a priority note that stays at the top of the note list

    • Labels

  1. Click Add


The note is time stamped and displayed in the Important Notes tab, from here you can Edit or Delete (X)