Step 1. In the top navigation bar, go to Templates and select Notes. This is a great place to streamline anything that you might repeat often, e.g. a Check In note.
Step 2. Feel free to add a merge field, e.g. [client_first_name] as well as any links or resources you might want to share.
You can find all the merge fields available by clicking the "i" icon and the far right side.
Step 3. Once you click on the Create Template button, then you can go to one of your clients by selecting them from the Client List. From their Dashboard, then navigate to Notes and Communication, open Notes and select the Template you want to use.
Step 4. Make sure you toggle on the Visible to Client button before you hit Save and Send
Step 5. Your client will then receive an email letting them know you've sent them a note, with a link they can click to log in to their Biocanic account.
Or you can watch this video