Create New Quick Service Note : Solution Center

Create New Quick Service Note Print

Modified on: Sat, Jul 27, 2019 at 10:15 AM

1. Open client profile

2. Select the Services tab

3. Locate the Quick Service you wish to add a note - Quick Services can be located easily by the identifying lightning bolt icon on the right

4. Click the service to expand

5. Click Add Note

6. Enter Date Created, Hours, select Privacy Group (learn more about Privacy Groups here), Tags (if applicable), and the note

8. Click Add Note

9. Quick service note will be available in notes from the left sidebar under Quick Service Notes

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