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Must know
  • Notes are staff only. They live on the guardian profile’s Notes tab and never appear in the family portal.
  • Pin to top keeps a note above the tabs every time the profile opens.
  • Adding, pinning, editing and deleting need Edit Families. A deleted note can’t be recovered.
  • Each note holds up to 5,000 characters.
What it is. The Notes tab holds a running list of notes under Admin notes, not a single note field. Pinned notes come first, then the newest.
1

Open the Notes tab

Go to Athletes > Guardians, open the guardian, and select the Notes tab.
2

Write the note

Type in the Add a note (visible to staff only)… box, up to 5,000 characters.
3

Add it

Select Add note. You see Note added, and the note shows your name and the time.
Pin a note. Open the note’s ⋯ menu and choose Pin to top. The note stays in the list and also shows as a card under Pinned notes above the tabs, so anyone who opens the profile sees it first. You can pin more than one. To unpin, choose Unpin from the menu or select the unpin icon on the card. Edit a note. Choose Edit from the menu, change the text and select Save. The note then carries an edited tag with the time of the change. Pinning or unpinning doesn’t count as an edit. Delete a note. Choose Delete from the menu. Delete this note? warns that this can’t be undone. Select Delete to remove the note for good. Who can do this. Opening the profile and reading its notes needs View Families. Adding, pinning, editing and deleting need Edit Families. A teammate without it still sees the note controls, but the action is refused with an error. Related: What’s on a guardian’s profile? · How do I add a staff note to an athlete? · Who can view and manage athletes and families?