Taking notes

The notes area is a place where all of the doulas providing care for this client can collaborate and make notes. These notes can be labeled for organization

Adding, editing and tagging a note

1. Open a client journey and go to the Notes tab
2. Click + Add Note
3. Type the note and add any labels you want to tag it with
4. Click Save

Filtering with labels

Notes can be filtered to see only ones tagged with a specific label. To filter, just click on the label.

Managing labels

1. To add a label, click + New in the labels area on the left
2. To edit or delete a label, hover over it and click the Edit or Delete icon