How to create and assign a Client Note

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:
  1. Navigate to the sidebar menu and click on the Clients, then click Client Notes
  2. Click Add Note and choose a title and a complete the note
  3. Optionally select a client to assign the note to, as well as whether or not they can see the note
  4. Tap Save Note at the bottom and your new Note is added
  5. If a client is assigned and the note is visible to them, they will receive a notification

Articles in Client Notes