How to add, view, edit, and delete memos

Keep track of client preferences, allergies, and internal notes with secure, private memos.

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Adding memos to client files

1. Go to Clients, then select the client
2. Go to Memos, then click New Memo
   
   
3. Enter a Memo Title, Memo Description, and Remind me about this memo...
   
   
4. When done, click Save & Close

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Adding memos to appointments

1. Go to Calendar, then open (or begin scheduling) the appointment
2. Click the add (+) button in the upper right corner, next to the Memo tab
   
3. Enter a Memo Title, Memo Description, and Remind me about this memo...
4. When done, click Save & Close

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Viewing memos

1. Go to Calendar, then open the appointment
2. Click Memos in the upper right corner
   

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Editing memos

1. Go to Clients, then select the client
2. Go to Memos, then click the appropriate Memo Title
3. Make any changes, then click Save & Close

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Deleting memos

1. Go to Clients, then select the client
2. Go to Memos, then click the appropriate Memo Title
3. Click Delete Memo in the bottom left
   
4. Click Delete to confirm deletion of the memo

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Video guide

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