> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/client-crm/client-notes.md). # Client Notes This guide provides detailed steps on adding various notes to clients within Whautomate platform. ## How to create client notes #### STEP 1:Click the Add New button and Select the notes button

#### STEP 2: After writing the notes Click the save button

#### STEP 3:Select the notes you want to send it and Click the Action button and choose via

#### STEP 4:Select the Client who you want send the notes and Click the Share button

## How to Create Note template #### STEP 1:Click the highlighted line as shown in the picture

#### STEP 2:Select the Note template in the Template Section

#### STEP 3: Select the Add new note button

#### STEP 4:After filling the notes you can save it by clicking the Save button

## How to use the Note template #### STEP 1:Just type " # " and Select the template you want

STEP 2: After selecting the template you can save and send it to clients