Keep all your content and context in one place with HeyOrca Notes! ✍️
Navigate to notes by clicking on the notes icon from the left navigation bar while any calendar is selected:
Here you will see all of your notes for the calendar you are currently in. You can create a new note by clicking the “+ Create” button at the top of your screen:
A blank, untitled note will then appear on your screen and you can click the “Edit” button in the top right corner to edit the note:
Add a title by clicking and typing where it says “Untitled Note.” You can begin adding to your note by clicking and typing in the blank space below:
Click the “Save” button in the top right corner when you’re done editing, to ensure that all changes to the note are saved:
To update a note, select the note and click the “Edit” button.
HeyOrca Notes makes client information easy to find, organize, and update!😊
The HeyOrca Notes feature is an add-on to the platform. If you're interested in having this added to your account, be sure to reach out to our support team!
Have any questions? Tweet us @HeyOrca or send us a message any time 👌