Notes, Reports & Billing

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In the most recent training webinar we had, there were a lot of questions about the Notes feature and Reports.

In the product, you have the ability to record notes in your session by clicking the Notes button.  notes_button

It launches a notes window to record information you’d like to record about a session (the session must be active in order for you to record notes to it).

notes_window

Later, at the end of the month or whenever you do you billing, you can pull a report of all sessions from the website.

reports_webpage 

Once you select the criteria you would like (timeframe, attended vs unatteded session and report format) you just run the report. You’ll see your notes in the right hand column and you can enter that data into your bililng software or invoices.

report_report

If you’d like to attend training yourself, you can sign up for our regular training webinars here: Product Training

If you would like to comment on this post, please log in to your account on the beta Web site and click the link for the forum to log in to the Beta Forum.

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