How to Add Notes to Member Profiles

How to Add a Note to a Member’s Profile #

1. Open the member’s profile and go to Notes 0:00

• From the member’s profile, navigate to the Notes section.
• Click the plus (+) button to start a new note.

2. Enter the note and choose note options 0:12

• Type your note into the note field.
• Choose any applicable options:
  • Display the note to the parent
  • High importance
  • Always pop up
• Option details:
  • High importance adds a red box around the note on the profile.
  • Always pop up makes the note appear every time the child’s profile is opened, which is useful for important reminders.

3. Save the note and confirm it appears in the notes area 0:37

• Click Save once you’ve finished entering the note and selecting options.
• Review the Notes area to confirm the note has been saved successfully.
• All saved notes will appear in this section for future reference.