Client note templates

Settings → Clients → Client note templates lets you create reusable templates that appear in the note composer when writing client notes. Templates save time and help your team document client interactions consistently.

Template types

Type	Who can use it
Organization templates	Available to your entire team
My templates	Personal templates visible only to you

Create an organization template

1. Go to Settings → Clients → Client note templates
2. Click New organization template
3. Write the template content
4. Save

The template is immediately available to all staff when composing client notes.

Create a personal template

1. Click the My templates tab
2. Click New template
3. Write and save your template

Personal templates are only visible to you.

Use templates when writing notes

Templates appear in the note composer on any client profile. Click a template to insert it, then edit as needed before saving.

Star a template to mark it as a favorite for quick access at the top of the list.

Frequently asked questions