How to Add Client Notes

Creating video session notes can be useful for documenting important details and progress during your clients' video sessions. In this guide, we will walk you through the steps to effectively track and manage video session notes within your FitBudd account.

Step 1: Navigate to your client's profile on the dashboard.

Step 2: Scroll down from the right panel and navigate to the "Notes" tab. Click on the outward arrow icon to open the Client Notes tab on your client's profile.

Step 3: Here, you will be able to see all the previous notes that you have made, as well as the option to add new notes.

Step 4: Click on the "Add New" option in the top right corner to add a new note to your client's profile for future reference. Add a note and click on "Done."

Tracking video session notes allows you to maintain a comprehensive record of important information and progress made during client sessions. By following these simple steps, you can effectively track, manage, and review video session notes within your FitBudd account.

If you have any further questions or encounter any issues, please don't hesitate to contact our support team for assistance.