Viewing Session Notes

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client whose session notes you want to view.

3. Navigate to the Notes Tab

• Click on the Notes tab at the top of the client's page.

4. Select the Note Type

• Set the Note Type dropdown to Session Notes

5. Browse Session Notes

• Session notes will appear grouped under each appointment. You can view details like appointment date, staff, service, subject, and note body.