Getting started
Start using Smilenotes with step-by-step guides for adding clients, writing clinical notes, creating templates, booking appointments and choosing the right workspace.
Watch a quick walkthrough
Watch short video guides to help you get started with Smilenotes.
Start here: the essentials
These are the main help guides most new users need when first setting up Smilenotes.
Recommended order for new users
-
Article How to choose the right workspace when signing in
-
Article How to add clients
-
Article How to write clinical notes
-
Article Draft, finished and archived treatment notes
-
Article How to set up note templates
-
Article How to book an appointment
-
Article How to enable email notifications & reminders
-
Article How to add or remove users on your account