Notes

The Notes tab on a member's profile lets your team add internal notes about that member. Notes are only visible to staff in the admin dashboard -- members cannot see them in the portal or mobile app. Use notes to document conversations, track special arrangements, or share context with colleagues.

Adding a note

The editor sits at the top of the tab. Write the note and click Add note -- it is saved immediately and appears in the list below. The editor supports rich text formatting:

You can also type / in the editor to open a command menu for quickly inserting headings, lists, quotes, and other blocks.

Viewing notes

Notes are listed in reverse chronological order -- the most recent note appears at the top. Each note shows:

• The full note content with its formatting
• The name of the staff member who created the note
• The date and time the note was created
• An edited marker when the note was changed afterwards

Editing a note

Click the pencil icon on a note to open it in the editor. Saving replaces the text in place; the author and the creation date stay as they were, and the note carries an edited marker from then on. Cancel discards the change.

Correcting a note is almost always better than deleting it and writing a new one -- the history stays readable that way.

Deleting a note

Click the delete button on a note to remove it. A confirmation dialog appears before the note is permanently deleted. Deleted notes cannot be recovered.