Internal notes let your team keep track of important details about a family or enrollee, like a parent's work schedule or a scholarship. Families never see these notes. You can add them in three places:
Account notes — Admin users and Instructors can view them
Enrollee notes — Admin users and Instructors can view them
Billing notes — only Admin users can add and view them
Add Notes to an Account
Open the account and click the Account tab.
Type your note in the Internal Notes field.
Click Save.
Add Notes to an Enrollee
Open the account and click the enrollee's name tab.
Type your note in the Internal Notes field under the enrollee's details.
Click Save.
Add Billing Notes
Open the account and click the Billing tab.
Type your note in the Internal Billing Notes field under the account holder's enrollment details.
Click Save.
View and Download Account and Enrollee Notes
You can see and download account and enrollee notes from the Notes column on the Enrollees Table.
Go to the Enrollees Table and click the Table tab.
Select Accounts to see account notes, or Enrollees to see enrollee notes. If your organization has renamed Enrollees, look for that name instead.
Find the notes in the Notes column.
Click the download icon to export the notes.
View and Download Billing Notes
Billing notes don't appear on the Enrollees Table. You can view, print, or download them on the People page, which is in beta. If you don't have access to the People page, chat with our support team to request it.
