The Front Desk feature, located under the Calendar menu, is a valuable tool for managing various aspects of your swimmer or student management system. One of its useful functions is the ability to add notes for specific individuals. These notes can help you keep track of important information, schedule changes, or any other relevant details. In this step-by-step guide, we'll walk you through the process of adding notes using the Front Desk feature.
Step-by-Step Guideline:
1. Access the Front Desk:
To get started, open your calendar menu and locate the "Front Desk" button. Click on it to access the Front Desk feature.
2. Find the Swimmer or Student:
Once you're inside the Front Desk, you'll see a list of swimmers or students. Locate the individual for whom you want to add a note. This list typically includes names, contact information, and other relevant details.
3. Add a Note:
Next to each swimmer or student entry, you will notice an "Add Note" icon. Click on this icon to initiate the note creation process.
4. Fill in Note Details:
After clicking the "Add Note" icon, a new window or dialog box will appear, allowing you to input the note's details. Here's what you need to do:
- Subject: In the Subject field, provide a brief title or subject that summarizes the content of your note. This helps you quickly identify the purpose of the note.
- Note Text: Use the Note Text field to enter the main body of your note. Include all relevant information, such as important dates, instructions, or comments.
- Customize Your Category: Depending on your system's configuration, you may have the option to categorize your note categories. Custom categories can help you organize notes by type, such as "Medical," "Schedule Changes," or "Special Requests." If available, select the appropriate category or create a new one.
5. Save the Note:
Once you have filled in the required information for your note, it's time to save it. Look for a "Save" or "Submit" button within the note creation window and click on it. Your note will now be associated with the specific swimmer or student you selected earlier.
