Creating and Sharing Notes & Files

Struggling to organize client notes scattered across Microsoft Word, Google Docs, and physical notepads? Foodzilla offers a seamless solution to store all your client notes and files in one place, ensuring they’re organized and easily accessible.

Key Features:

• Centralized Storage: Keep all client details securely stored, preventing loss of information.
• File Uploads: Attach files (up to 100MB) directly to client notes for easy access.
• Privacy by Default: Notes and files are private unless you choose to share them with your clients. For more on sharing, refer to our Sharing Notes section.

How to Add Notes or Files:

1. Navigate to the Clients page and select a client to view their details.
2. Click on Notes.
3. Click on New Note.
4. Fill in the details and click Save. Only the “Title” field is mandatory; all other fields are optional.

5. To share notes, toggle the Share with Client switch.

   

Viewing and Managing Notes:

• Your notes and files will appear in the client's details section.
• Edit or delete notes by clicking the '…' button next to each note. Please note that deleting a note will also remove any associated file.

Sharing Notes & Files:

• To share notes with a client, enable the 'Share with Client' switch when creating or editing a note.
• Shared notes will appear in your client’s mobile app, where they can view and edit them.
• Use this feature to share specific details like dietary preferences, allergies, or any other critical information.
• Clients can also create their own private notes within the mobile app.

Need Help or Have Suggestions? 🤷‍♀️

Feel free to reach out by clicking the chat bubble in the lower left-hand corner of your screen. 💬