Any additional notes or documents can be added in the Goals and Assessments tab. To get to this tab, navigate to the dashboard view for the client you want to add a note to, then select Client Bio > Goals and Assessments.

Simply click the New Entry button, select the date for you entry and add any notes and/or attachments you'd like, and Save Changes.

Note: you may also elect to request new Nutrition or Activity Goals & Assessments from your client, but it is not required.

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