Clinic Notes are shared, non-client-specific notes visible to the whole team or selected staff roles. Use them for shift handover notes, product shortage alerts, equipment issues, VIP client instructions, or any message the whole clinic needs to see immediately when they log in.
How It Works
01
Navigate to Notes → Clinic Notes → Add New Note
02
Write the note and assign it a priority level: Normal, Important, or Urgent
03
Set visibility: All Staff, Managers Only, or a specific location
04
The note appears on the dashboard for all relevant staff when they log in
Key Features
Team-Visible Notes
Priority Levels
Role-Based Visibility
Location Filter
Dashboard Display
Read Confirmation
Expiry Date Setting
Archive
Pro Tips
Use Clinic Notes for shift handovers so the opening team always knows what the closing team left
Mark VIP client visit notes as Urgent so every therapist is prepared before the client arrives
Set expiry dates on time-sensitive notes so they automatically archive when no longer relevant