Let Winning Strength Blueprint help you track notes for each of your clients.
Use notes to keep track of client goals, conversations, supplement plans or anything you like!
To create a Note:
- Navigate to the sidebar menu and click on the Clients, then click Client Notes
- Click Add Note and choose a title and a complete the note
- Optionally select a client to assign the note to, as well as whether or not they can see the note
- Tap Save Note at the bottom and your new Note is added
- If a client is assigned and the note is visible to them, they will receive a notification
