The pinned note section in a client card lets you:

  • Take note of client goals, discussion topics, kids names, and other important information that you want to keep top-of-mind

  • Like a sticky note posted onto a client folder/folio, a pinned note is always there whenever you open the client card

You can find the Add a note section at the top of the client card. There you are able to click into the shaded area to begin typing. Clicking away anywhere on the screen will save your note.

Rest assured that this note is just for you and your team in Hubly. It will not be synced to anywhere else.

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Product Guides

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

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If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋‍♂️

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