Add notes to a client journey
Last updated 13 October 2026
Notes let you record anything about a client's journey: questions they raised, what you agreed, or what to follow up next time.
Add a note
Open the client's journey report: click the client on the Client dashboard, or open them from the Client directory and choose their journey.
Open the three-dot menu and choose Add note (5).
Type your note (1) and press Save (2).
Where notes show
- On the journey report: notes are listed at the bottom of the report, with who wrote them and when.
- On the Client dashboard: journeys with a note show a speech bubble icon.
Each note you add is saved as a new entry, so earlier notes stay as a history. Other system users at your firm can see them. Clients never see notes.