Add a Note to a Course

Open the ‘Class’ or ‘Web’ Course DataGrid from your main navigation menu on the left

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Find the Course that you would like to add a Note to by applying filters and/or searching the Courses DataGrid

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Once you have found your Course, right-click on it to view the context menu options for this Course, select the ‘Notes’ option

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This will open the ‘Notes’ DataGrid

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Click the ‘Add Note’ button

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This will open the ‘Add Note’ pop up box

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In the ‘Details’ section, double check that the Course showing is the course you wish to map the Note to

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If this is incorrect, use the ‘Select’ button to select the correct Course from the options available

Under the ‘Notes’ section, you will see there is a drop down for Note Type, here you can choose what the note relates to such as Booking Adjustment, Payment, Quick Note etc,

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Add your note into the ‘Note’ section

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Under the action section, you can choose whether Trainers can see this note or not by ticking or unticking the checkbox

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Once the form has been filled in, click the ‘Save & Close’ button

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