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

 

Note_Templates.png

 

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.

 

mceclip1.png

 

 

0 Comments

Please sign in to leave a comment.