Create Employee Notes (How-To)

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Your Employee Notes tab in the Animal and Owner profiles are where your staff can leave notes, updates or any info needed about either the animal or owner. Employee Notes are completely private to the business and will not be seen by pet parents. 

Tip: Hover over the pencil icon to view when the note was created or edited.

 

Create Employee Notes

  1. Navigate to an Animal or Owner Profile.

  2. Click the Employee Note tab.

  3. Select Create Note.
    Screen_Shot_2018-09-19_at_12.07.27_PM.png

  4. Select the Note Type.
    Screen_Shot_2018-09-19_at_12.10.22_PM.png

  5. Enter the note and edit the formatting as desired.

    Tip: You can insert images into the body of the note.

  6. Select Save when finished

 

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