How to update Note Templates Follow

Note Templates are designed for counselors and practitioners that require a form type of note after/while they provide their service.

Nabooki offers a pre-added set of templates. However, you can still update or delete the unnecessary templates based on your business requirements.

You can locate these templates by going to CRM > Note Template




Click on edit to can see the pre-added questions/fields for each template. Click on the green plus button to add a new field to the template.






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