🚧 These docs are a work in progress. The information here may not be complete or accurate.
- What notes are (mutable, editable information — medical conditions, payment arrangements, special discounts, anything staff need to remember)
- The difference between notes and interactions (notes can be edited; interactions are permanent)
- Adding a note to a member
- Editing or deleting a note
- Who can see notes (staff only — not visible to the member in their portal)
- Best practices: what to put in notes vs interactions
