Create client records, make notes, archive clients
Smilenotes Workflow (1:02)
Working with notes
Set up and organise note templates
Advanced Note Templates (1:42)
Add interactive buttons and dropdown menus to your note templates
Get Started (1:41)
A short introduction about how to use Smilenotes to write notes.
Use your templates to quickly write notes using the notepad. Once you've finished, easily copy then paste a note wherever you want it to go. Or Archive your notes to permanently save them on the Smilenotes Cloud.
Organise your notes.
-Note Tabs (0:08)
-Hide Tabs (0:16)
-View your notes (0:28)
-Manage 'Active' / 'Finished' notes (0:34)
-Permanently archive (save) notes and prevent further editing (0:44)