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NEW! Upload Feature

Our latest update lets you upload images and documents to the client file. Scan documents, upload PDF’s, charts and images and store them alongside client details and notes. You can label files and search for them quickly so documents are always to hand. All plans get free basic file storage allowance however if you need additional space for documents we have created […]

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What’s new at Smilenotes

We’d like to share details of some updates we’ve made to Smilenotes to enhance your experience. Over the last few weeks we’ve introduced a number of upgrades. Here is an overview of the things we’ve already done and the things you can expect to see in the weeks to come! ENCRYPTION The method we use […]

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Ways to use Quick Update Labels

Smilenotes allows you to tag templates with a Quick Update Label (QUL). Tagged templates can then be displayed clearly on the main Template Settings page where you can check and update the label from a single and convenient screen: -when  you create a template, make sure you’ve checked this box (red arrow below) – otherwise your QUL […]