Adding a Note

Quenza Notes offer a simple yet powerful way to capture insights, track progress, and deepen the connection between you and your clients. Whether it’s a session recap or a spontaneous reflection, Notes help keep important thoughts from getting lost between sessions.

Here's how to create a new Note in your workspace:

1. Go to the Notes Section

Navigate to Notes from the left-hand menu in your workspace.

2. Click “+ Note”

Start a new note by clicking the + Note button. You’ll be taken to the note editor.

3. Write Your Note

Add your insights, observations, or session summary.

4. Adjust Note Settings

In the Settings tab, you can optionally customize key details about your note before saving:

• Meeting time – If the note relates to a specific session, you can record the date and start/end time for easy reference later.
• Client – Assign the note to a client by searching for their name in the dropdown field.
• Sharing – Choose whether you want to keep the note private (visible only to you and your team) or share it with your client. Toggle the switch on if you'd like the client to see the note in their app.

5. Click “Save”

Once you're done, click Save to add the note to your workspace.