- You can add notes to multiple visits at the same time by using the checkboxes () or one at a time by clicking the on the calendar to open up the visit actions
- Click on the "Notes" action.
- Choose whether the note is to the Client, Sitter, or Manager
- Type the note in the box and click on the "Done" button
- The note will now be visible on the Master Schedule calendar and on the My Schedule page for the Client/Sitter (unless it's a Manager note).
- They will receive an email notification that you have added a note to their visit (unless it's a Manager note).
Adding Visit Notes Print
Modified on: Thu, Oct 25, 2018 at 3:42 PM
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