Staff Onboarding - Client Notes and Journal Entries (Tablet)

In this course, we go over Client Notes and Journal Entries - discovering the differences between the two. 

 

About this course

In this course, we discover how to administer Top of Folder Notes and Journal Entries, what the differences are between the two, and where you will find both options in your TrainerMetrics account or Client Profile. 

Additional Resources

• Creating a Client Profile