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๐Ÿ—’๏ธ Add a Note

๐ŸŽฅ Watch the video: How to Add a Note


What Are Notes?

Notes are your space to write things down โ€” visits, meetings, calls, appointments, or anything else you want to remember or share.

Youโ€™re in control:

  • ๐Ÿ“ Write your own updates
  • ๐Ÿ•’ Everything is time-stamped
  • ๐Ÿ“Ž You can add a photo or document, too

๐Ÿ“ฒ How to Add a Note

There are two ways to add a note:

  1. Tap the โž• Quick Add Note button at the top of your screen
  2. Or tap the ๐Ÿ—’๏ธ Notes tab on the side menu, then tap +

โœ๏ธ What to Include

When youโ€™re adding a note:

  • Choose a category like Visitation, Services, Communication, Appointments, or Weekly Check-In
  • Type your note in your own words
  • (Optional) Add a photo, receipt, or document
  • Tap Save

Youโ€™ll see the note added right away โ€” and it will show the time and date.


๐Ÿ’ก Examples

  • โ€œHad a great visit today at the family center.โ€
  • โ€œFinished week 3 of parenting classes โ€” attached my attendance card.โ€
  • โ€œTalked with my peer mentor today about next steps.โ€

๐Ÿ’™ Your notes help tell your story. You donโ€™t have to wait for someone to ask โ€” you can share your progress as it happens.


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