Downloading Notes as CSV

1. Access the Client Section

• Go to the Client section from the left pane and select the desired client.

2. Navigate to the Notes Tab

• Click the Notes tab on the client's profile

3. Open the Download Modal

• Click the Download CSV button located on the upper right corner of the Notes table.

4. Select Download Options

• In the modal that appears:

  • Note Type: Choose either Client Notes or Session Notes

  • Service: Select the service to filter

  • Start Date / End Date: Set the desired date range

5. Download the File

• Click Download CSV to export the filtered notes into a CSV file.