How to use the Notes Manager?
Go to Customers - Notes Manager.
1. Click ‘+ Create New’ to start recording a note.
2. Choose the note type. Currently, you can create two types of notes - Profile Notes or Attendance Notes.
3. Profile Notes: Create a profile related note within the limit of 500 characters, and link it to an account
and one or all attendees belong to that account if needed.
4. Attendance Notes: Create an attendance related note within the limit of 500 characters, and link it
to attendance record(s) by selecting date and attendee(s).
5. Once the note is saved, other staff members with permission are able to leave comments.
6. Profiles notes can be viewed, archived, or deleted by going to the ‘Notes’ tab
under the Account or Attendee.
Staff members can be configured with different permissions for accessing the Notes Manager
as well as the notes section under Accounts, Attendees, and Attendance.
Go to Staff - Permission, click 'Edit' for the permission role to be updated.
Scroll down to the Notes Manager section and assign the desired permissions to the role
by ticking the checkbox(es).
Related Articles
How to set up Special Day Programs?
When unexpected disruptions such as teachers strike are announced, follow the steps below to manage Special Day Programs. 1. Set up New Closure Day Go to Setup - Closure Days, click '+ New Closure Day' to add the day as a Closure Day. Mark paid or ...Incomplete Sign In/Out and Missing Signature Review
A monthly summary is provided by going to Attendance - Attendance Manager, then clicking the ‘Review’ button in the top right corner. When hovering over a day in the calendar, a list of attendees with incomplete sign in/out or missing signature will ...How To Send SMS?
Onsite staff can get in touch with attendee contacts via text messages. Open the Aimy Onsite app, click on the SMS icon. Attendees: choose from Unaccounted, Absent, Onsite, and Signed Out. Recipients: choose from Primary Contacts, Emergency Contacts ...How to batch confirm bookings?
When there are multiple pending bookings to be confirmed together, tick the checkbox next to ‘Select All’ to batch confirm them or confirm attendance only. The number of bookings selected will display, and users are able to deselect some of them by ...How to view change history of an attendee?
Admin users are able to view logs for changes made to an attendee by going to the attendee profile, then click ‘Show History’ as shown below.