TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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  • Create a note template
  • Edit a note template
  • Delete a note template
  1. User Management
  2. Manage Coaches

Note Templates tab

Create, view, edit or delete note templates.

PreviousAppointment AlertsNextManage Members

Last updated 3 years ago

Create, view, edit or delete note templates which can be later used by coaches toper each member created within the TeleWellness Portal.

To access the note templates, click on the Note Templates tab:

Create a note template

The following editor is displayed:

The editor provides handy formatting buttons to create lists and headers, as well as to incorporate links and images. These help users to create notes easy to read.

Use the markdown syntaxis or the formatting buttons located above the editor to give your text format. Use the Preview button to see your text formatted:

Give the name a note by adding the following format at the beginning of the next:

##Coaching Sessions

This will immediately convert your text to a header which will be kept as the title of the note.

See the example below:

Edit a note template

To edit a note template, click on the note name. The editor is displayed as follows:

The Save button is displayed while you are editing the note template

Delete a note template

To create a note template, click on the icon:

This editor uses .

To delete a note template, click on the icon located next to the name of the note:

Github flavored markdown
create notes