Pinning notes or documents for easy access

Bookem allows you to pin important notes or documents to the top of a client’s notes list, so they’re always easy to find. This is useful for quick access to things like treatment plans, injury history, or important clinical observations you refer to regularly.

You can pin multiple notes, and they’ll all appear at the top of the list in the order they were pinned.

Here’s how to pin a note:

  1. Go to Clients and search for the client’s name

  2. Navigate to the Documents tab

  3. Locate the note or document you want to pin

  4. Click the three-dot menu (⋮) on the right-hand side of the note

  5. Select 'Pin' from the dropdown menu

The pinned note(s) will now appear at the top of the list for quick and easy reference.

Tip: You can unpin a note at any time using the same menu.

Learn more