Creating booking note templates

You can create templates for your Booking Notes (also called Session Notes) so that they are filled-out consistently accross each Booking. Once a session note has been added to a service, the template will be pre-filled for you. You can also apply a different note template to each service. 

Steps

1. Navigate to Setup > Bookings > Services
2. Click on the Service you would like to create a Session Note Template for

3. Click on the Notes tab
4. Select Session Note Type(images of both shown below):
   1. Plain note: has a single text area
   2. SOAP note: has Subjective (with a clickable body image), Objective, Assessment, Plan and Additional text areas 

5. Enter your template headings or questions according to which note type you chose
6. Click Save

Plain note template

Plain note template 

SOAP note template

SOAP note template

 

Client view of SOAP note template

Client view of SOAP note template with clickable body