Add Notes to a Member Account

You can add internal notes to your member's accounts. Select the member by doing a global search in your Union org and then click Add Note.

Add any internal notes and click Save.

Your user now has a notes section and anyone with an appropriate role (i.e admin or teacher) within your org can view.

Where to Locate your Members Notes

Your clients notes will always be held in the member profile (shown above). If you would like to view all notes, visit People > Notes.

You can view notes for any attendee in the check-in screen if a student has a note on their member account. Mouse over the note for a quick summary or click on the icon to see the full note.

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