Notes
Notes are a useful tool that can help keep your team informed and organized. There are currently User Notes and Invoice Notes available.
| Note Type | Description | Display Check-In | Access to Note | Location |
|---|---|---|---|---|
| Family Note | General notes about the family Saves History of last edit |
No | Admin Parent Optional |
Family Page |
| Athlete Note | Note assigned to one athlete Saves History of last edit |
Optional | Admin Parent Optional Coach Optional |
Family Page |
| Medical Note | Note assigned to one athlete Saves History of last edit |
Yes | Admin Parent Coach |
Family Page |
| Invoice Notes | Billing note on Invoice No history of last edit |
No | Admin Parent |
Invoice |
User Notes
User notes are found on the Family page for a specific family. They can be accessed by going to users, families, then searching for the family. User notes can be used for a variety of things, such as giving coaches more information, leaving a note that a family is on a payment plan, and more. User notes save the history of the last person that edited the note.
Add New User Notes
- Navigate to the Family Page for the family
- Select Notes from the internal menu
- Click the create button
- Enter the information and select from custom options
- Visible to Parents
- Show in Check-In (for coaches)
- Save
The purple icon will show up for coaches and on the admin athlete check-in
Invoice Notes
To follow the best practices and standards on invoicing and accounting guidelines, we can not allow a paid invoice to have edits made. We introduced a new field on an invoice for invoice notes, that way you can add or edit a note even after it has been paid.
Please note that invoice notes are viewable for parents
Under More on an Invoice
- Add Note
- Edit Note
Where you can see it:
- On Invoice from Admin Dashboard
- Printed or Downloaded PDF
- On invoice from Parent App