Making client notes private in Bookem

Client notes can be marked as private to prevent other team members from being able to view them.

NB: your preference (private / not) will be remembered for you. This is so that you don’t need to remember to set this each time a note is created.

To lock a note:

1. Go to the Clients tab.

2. Select the client whose notes you want to lock.

3. Click the Notes tab.

4. Click the + Create Note button or edit an existing note.

5. Click the Lock icon at the top left of the note.

   

6. The lock icon will change from open to closed, indicating that the note is now locked.

To unlock a note:

1. Click the Lock icon at the top left of the note.

2. The lock icon will change from closed to open, indicating that the note is now unlocked.

Note: You can view which notes are locked in the notes tab. Locked notes will show a closed lock next to the title.