How to Add Notes to a Class or Session

Staff can add notes to a class or session directly from the Schedule page in Staff Portal. Notes are optional and can be used to share important information such as class instructions, or internal staff notes. Once added, notes can be viewed and edited later in the class details.

Written by Soule Bolivar

Updated 3 weeks ago

How to Add Notes When Creating a New Class

1. Go to Schedule, then click New.

2. Fill in the required class details (service type, service name, trainer, etc.).

3. Scroll to the Description section.

4. Click on Add notes.

5. Enter your notes.

Use bullet points if needed or,
tag a staff member.

6. Enter the rest of the class details.

7. Click Save to create the class.

How to Add or Edit Notes for an Existing Class

Go to Schedule in the Staff Portal.
Select the class or session you want to update.
Click Edit.
Locate the Notes section.
Add or update the notes as needed.
Click Save to apply the changes.

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