- Select the " Clients " tab, then click on the "Clients List" section.
- Once you have selected the client you desire, open the client´s profile and click the section "Notes".
- Under "Notes" you can click the " Add " button.
- There you can select the Notes Type, the note's Description, and the Date when you want the note to be sent.
- When you have the note described as you desire. Click the button "Add" to save the changes. In this way, a note would be shown when employees clock in.
- You will see the note listed but also you can use the filters to search the notes per date.
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