Articles on: Families Module

Adding Notes for a Family

Adding Notes for a Family


The notes section within the Family Summary screen allows you to:

  • Private Notes: Add confidential details such as payment plan arrangements or internal comments.
  • Attachment Uploads: Include supporting documents
  • Role-Based Visibility: Control who can view each note by assigning visibility to specific user roles only.
Note: Any details added into the Notes field are only visible by the Service not the Families


Adding Notes


Notes can be added via the Family Summary screen.

  1. Select the green +add button within the Notes section



  1. Select note visibility eg. Users/Roles that can view the note
  2. If selecting User/Roles, select the Role(s) to view the note
  3. Add in a Note Subject
  4. Note details
  5. Upload attachments as required
  6. Select Save




Created notes are visible on the Notes Report (based on permissions) see: Report - Family Notes

Updated on: 10/10/2025

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