Summary
Free form notes offer a versatile solution to elevate your client communication. This feature empowers you to add and style text according to your preferences, making it perfect for highlighting the unique aspects of your service and providing detailed explanations to potential clients about what they can expect when booking with you. Additionally, it proves invaluable for capturing essential information like flower care notes. By leveraging free form notes, you can create personalized interactions that leave a lasting impression on your clients, leading to enhanced satisfaction and a more effective service experience.
Instructions
Access your event and navigate to the proposal tab.
Scroll down to find the section titled "Additional Notes."
Within the "Additional Notes" section, locate and click on the "Add Note" button.
In the header section of the new note field, give it a title. This title will appear as bold text above the note.
Move to the note section and add your desired text.
To apply styles to the text, use the following options:
To make the text bold, use the appropriate formatting option.
To italicize the text, apply the relevant formatting.
To underline the text, select the appropriate styling.
To create a numbered list, use the numbering feature.
To create a bulleted list, utilize the bullet-point feature.
To set the text as quotes, apply the appropriate quotation formatting.
Continue editing and formatting the note until it meets your requirements.