Create notes and connected pages
Use Notes for working context, decisions and references. Keep sensitive clinical or payment-card information out of general notes.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Enable Notes and open the relevant workspace or page. Create a page with a recognisable title.
- Write using the supported editor blocks, add permitted attachments and organise related pages or references.
- Wait for the save state, then reopen the page. Keep a local copy of unsaved text if the connection fails.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.