In this help article, we dive into how to create a Note within your HeyOrca account. The Notes feature allows you and your team to keep all relevant content and context organized in one place with HeyOrca Notes! ✍️
Notes are available on all plan types!
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!😊