> 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

## How to create client notes

#### STEP 1:Click the  Add New button and Select the notes button

<figure><img src="/files/xtLySJqeTbp4Hp08scnR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lIWRBF16QyyxiFGH1INu" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/I1QYT4Djl1Rq8KzXXPVw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/B8TZjan6XIQIoMNC3Ibs" alt=""><figcaption></figcaption></figure>

## How to Create Note template

#### STEP 1:Click the highlighted line as shown in the picture

<figure><img src="/files/VNbaUJJNlChfYDE2R3NM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/bdpMGEvgISI3MkDlfDfL" alt=""><figcaption></figcaption></figure>

#### STEP 3: Select the Add new note button&#x20;

<figure><img src="/files/Zqh9iWd0KwOXhe44qa7H" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/tqIA6esVpd8RwouUrqcy" alt=""><figcaption></figcaption></figure>

## How to use the Note template&#x20;

#### STEP 1:Just type  "  #  "  and Select the template you want

<figure><img src="/files/91EBtLKRxAahR7asLEMh" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lIWRBF16QyyxiFGH1INu" alt=""><figcaption></figcaption></figure>