Add and edit notes to a member's profile in Magicline App

In this article, you will learn how to: Add notes to a member profile in the Magicline App

• Add a note to the member's profile
• Edit or delete a note

Quick guide to creating notes on the member's profile:

1. Click on Members in the navigation bar at the bottom                                                                        a) For checked-in members: Click on the profile picture of the respective member                        b) For non-checked-in members: Enter the name of the member in the search bar and click on the profile picture
2. In the Notes area, click on Add
3. Enter a note and select the note type
4. Click on Save

To share important information about a member with the entire coaching team and to view it at any time, notes can also be added to the member profile in the Magicline App. This way, everyone is aware of, for example, upcoming cancellations or existing problems, so that they can react accordingly.

Adding a note to the member's profile

If you open the Members area in the navigation bar below, you will get an overview of all currently checked-in and already checked-out members. Open the profile by clicking on the member's photo if the desired member is already checked in. If not, enter the member's name in the search bar and open the profile.

Now click on Add in the Notes area.

Enter your note and choose the note type. You can choose between Info, Warning, Critical, and Confidential. Depending on your choice, different badges will be displayed next to the note.

With a click on Save, you add the note to the member's profile. You will then find it in the Notes area.

Editing or deleting a note

To edit or delete an existing note in the member's profile, click on View all. In the overview, click on the note you want to edit. Click on More and choose Edit or Delete accordingly. When choosing Delete, the note is irrevocably removed from the profile.