Adding Staff Notes

1. Access the Staff Section

    1. Go to the > Staff section in the left panel.

2. Select the Staff Member

    1. Choose the staff member for whom you would like to add notes.

3. Navigate to the Notes Tab

    1. Click on the Notes tab at the top of the page.

4. Add a New Note

    1. Click on the + Add Note button located above the table on the right side.
    2. The Add Note pop-up window will appear.

5. Fill in the Note Details

    1. Complete the following fields:
      1. Subject: Enter the subject of the note.
      2. Body: Enter the body content of the note.

6. Save the Note

    1. Click Save on the bottom right of the pop-up window.

7. View the New Note

    1. The newly added note will appear in the Notes table for the selected staff member.


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