Step 1. Create a new Note Template as described in this article, and label it Charting.
Step 2. Populate it with Merge fields e.g. your client's name, their symptoms, their supplements etc...
Step 3. Outline your key pillars i.e. Diet, Rest, Exercise, Stress Reduction, Supplements. Or whatever popular topics you cover in your sessions with your clients.
Step 4. You can also include the merge field for your name and logo.
Step 5. Then save the template.
Step 6. When you are ready to take notes for a client, open the client's dashboard and navigate to the Notes section. Click Add Note. A drop down will come up and you'll select the Charting Template.
Step 7. Once you select Charting you can then make your notes and save it.
Side note - if you don't want your clients to see what you've written, you can keep the Eye icon toggled off. But if you want to share what you've noted with your clients you can toggle the icon on.
Watch this video for more details!