Overview

StudioCloud allows you to quickly add pre-built notes to the client note field when creating or editing a client.

How to Create/Edit Note Templates

1. Go to the Settings component
2. Click on the Settings tab
3. Click the Note Templates button
4. Click the New Note Template button or edit the desired note template
5. Add a name for the note template and enter the desire note information
1. Pro-Tip: Select one of the auto populate checkbox to have the note template automatically used.
2. Auto Populate New Client Notes checkbox automatically populates the client note field when a new client is created.
3. Auto Populate New Logbook Notes checkbox automatically populates the logbook note field when a new logbook entry is created.
6. Click the Save button

How to Use a Note Template For A Calendar Type

To use a note template with a calendar type you can assign the note template under the 'Defaults' tab when editing a calendar type or calendar sub-type

How to Manually Use a Note Template

To use a note template select the desired template from the Select Template combo box for the client notes, event notes, or logbook notes.