You can now keep all your documents for each customer organized. 

After you build your client list, you can create materials boards and keep separate notes and documents for your clients as well. Use these notes to track progress, sessions, or anything else you wish.

When you click onto the customers page, you can click onto any customer and see their materials board. On the left hand side of the page you will see the option to click on the 'Notes' page (1).

From here, you have the option to Add Note (2), where you can use a full text editor to write anything you wish. You can also Upload File (3).

Did this answer your question?