> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.azeoo.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Adding follow-up notes

# Add a note

In the back office, go to the "**Clients**" tab and click on the name of the client whose data you want to analyze.

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/e/d/7/8ed73401ddc06000/ee345ac5-31ed-4fc4-a319-8dedc6_vmqv25.png)](https://downloads.intercomcdn.com/i/o/948043506/7a08238f56f4e75b68bffd68/Design+sans+titre+%2810%29.png?expires=1769163300&signature=62e6b01907d72a86cf74d4a2b1408b6b7ed69202ff56a2e7ba880eea0611e5a1&req=fSQvFs19mIFZFb4f3HP0gAb5Z%2FBuva3kAZwYITsS%2BJsTuLfnPrU5TxsY2yxN%0AN0ZDh7fjkEVcwN6gfA%3D%3D%0A)

On his profile, click on "Notes".

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/b/d/5/cbd5e28feaa68000/5c173990-ee9a-40fb-91bd-3cb608_10ujxmu.png)](https://downloads.intercomcdn.com/i/o/948052241/cf1e7fbc034e79c02d090269/Design+sans+titre+%2812%29.png?expires=1769163300&signature=19295b8ef1a466b8e760bebe7f31700739884389285e57d91f92e8e93bcfc415&req=fSQvFsx8n4VeFb4f3HP0gH%2Bd1c6%2FVIz8xrVUY5Nbh6yIFWl%2FxAmHzTrPywz1%0Aul9vakVZf3mXMfiumw%3D%3D%0A)

Then click on "**+ Add a note**". An edit page for your new note will appear:

[![](https://storage.crisp.chat/users/helpdesk/website/-/d/e/d/5/ded5728d27bce800/521d632f-a94a-4f02-b776-9a088c_m3zitf.png)](https://downloads.intercomcdn.com/i/o/942395782/4028114591668b13af326a19/Capture+d-%C3%A9cran+2024-01-24+124007.png?expires=1769163300&signature=99711ca2cbb519dec9d72b7230796d2466a8a1e9a53b846176b53fbb0101ce41&req=fSQlFcB7moldFb4f3HP0gLOQc7ZgXyPWBuXQe5xi7PRlxGDlslO5yDlLGeBV%0Awpnz5vfW2VHzYbAIaA%3D%3D%0A)

## Writing the note

You can then **write a note**, either for yourself or for your customer.

For example, if your customer has been injured and you have had to readjust his sessions, you can make a note of this here so that you can remember him when he next trains.

## Send a document

You can also use the notes to send **documents** (JPG, PNG, PDF, DOC), up to 10 per note, with a **maximum size of 20 MB**.

## Set up a note (visibility)

You can set the parameters for this note:

* **Private**, so that it is **only visible to you** in the back office. This is very useful if you want to make a note of observations during the session, for example, or ideas for programme changes.
* **In public**, so that it is also **accessible to the client** on their application. Handy for sharing information with your customer, as well as files (test results, articles, graphs, etc.).

Always remember to save your notes before closing them!

## Saved notes

All notes saved on a customer's profile are stored in the "**Notes**" section.

## Editing a note

In the "**Clients**" menu in your back office, click on the customer's profile, then on "**Notes**". Then click on "**Edit**" next to the note.

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/e/7/c/ce7c48a238d56800/f6c0ee16-fc9d-4f54-9533-9a7467_1emg5q4.png)](https://downloads.intercomcdn.com/i/o/948079860/4542a8b0c4c0c6681894daa9/Design+sans+titre+%2813%29.png?expires=1769163300&signature=01838b26837a258b4c196fa3109e2575c0189f1e23a37890d5fd5144636e85d3&req=fSQvFs53lYdfFb4f3HP0gAOBBhOgwqanp28o%2BJg14lLvkaEjKoYIQPZ%2F%2B%2FvK%0AlCNSqeR0PnJp0CffUA%3D%3D%0A)

The note editor then appears, allowing you to edit all the contents of the note, including the documents.

## Deleting a note

In the "**Clients**" menu in your back office, click on the customer's profile, then on "**Notes**". Then click on "**Delete**" next to the note.

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/1/4/6/f146d02e59a18000/6348af7d-84d8-4173-9ae5-46f83b_cciyam.png)](https://downloads.intercomcdn.com/i/o/948083136/2c6d9925b99162da04c21587/Design+sans+titre+%2814%29.png?expires=1769163300&signature=280b87f5cd451c351ea04c3ca0db0a8b4d614c15ba283ebb0683d00d97fb5cda&req=fSQvFsF9nIJZFb4f3HP0gAAqjxBx4Bxya%2BNBRRjArriyHsHMnifyfNM7jk7z%0AzM4E7AGIUXtbcXrmcg%3D%3D%0A)

A popup will ask you to confirm your choice.

This action is irreversible.

#reporting #analysis #comments