The Back Office Dashboard allows you to upload and manage client‑related notes, making it easier to track updates, reminders, and instructions in one place. This ensures smooth communication across your team and provides quick reference to client information whenever needed.
By keeping notes organized, admins can improve accountability, streamline record‑keeping, and make better decisions with accurate client data readily available.
✅ This guide will walk you through the steps to upload notes related to clients on the Back Office Dashboard:
🧭 Step 1: Navigate to Clients
Click on the Clients tab from the main menu.
Select Clients from the drop-down menu.
You will see a list of all clients added to your account.
Select the desired Client for which you want to add notes.
📂 Step 2: Open Notes Tab
Navigate to the Notes tab in the submenu.
Click the New Note button located in the top‑right corner of the screen.
✏️ Step 3: Add a New Note
On the side screen, enter all the required details.
If needed, attach a file for additional clarity.
Once finished, click Add.
That’s it — you’ve successfully added a new note under the client.
🛠 Step 4: Edit or Delete a Note
To manage an existing note, click the three‑dot menu next to the note.
Select Edit to update the details, make changes, and click Save.
Alternatively, select Delete and click Confirm to remove the note permanently.
🎯 That’s it! Uploading and managing client notes in GuardsPro is simple and efficient. With options to add, edit, or delete notes, admins can keep client information organized and accessible, ensuring smooth communication and accountability across the team.
For any further questions, please feel free to contact our support team anytime.
For a quick walkthrough, please watch our tutorial video on YouTube here :
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