Notes are a amazing way to keep records on your clients. Sometimes you may need to delete a note, this may be when a mistake is made or to remove old notes that you don’t need anymore.

Their are 2 ways to do this:

Via the Client Menu

  • Select the Clients menu
  • Search for the Client Name
  • Press the Notestab
  • Find the note you want to delete and select the trash icon next to it
  • Select the Yes button

Via the Calendar

  • Select the Calendar menu
  • Press the Appointment of the note you wish to delete
  • Click on the Notestab
  • Find the note you want to delete and select the trash icon next to it
  • Select the Yes button

Security Settings

Only employees with the correct security settings can delete notes.  For more information on how to check your security settings, please read this document.