How to Add and Manage Notes, Files & Tags for Clients in Britixo Practice Management?
How to Add and Manage Notes, Files & Tags for Clients in Britixo Practice Management?Organise and document everything about a client by attaching internal notes, uploading files, and categorising them with tags.
Log in to Britixo
Go to https://britixo.com/app/login and sign in.Go to the Clients Section
From the left menu, click:
Customers → ClientsSelect a Client
Click the name of the client you want to update. This opens the full client profile.
Click the “Notes” Tab
Inside the client profile, click on the “Notes” tab.Write Your Note
Enter your internal comments, reminders, or meeting notes in the text field.Click “Add Note”
Your note will be timestamped and saved under the Notes section. Only staff can view these notes.
Click the “Files” Tab
Navigate to the “Files” tab within the client profile.Click “Upload File”
Select a file from your computer. You can upload documents, images, PDFs, contracts, etc.Add a Description (Optional)
You can label the file with a short description to help with searching later.Click “Upload”
The file will be stored securely under the client’s profile.
Click “Edit Client”
On the client's profile page, click the pencil/edit icon at the top.Scroll to the “Tags” Field
Add or select one or more tags to categorise this client (e.g., “VIP”, “Property”, “North Region”).Click “Save”
Tags will now appear next to the client’s name in the list view for quick filtering.
Why Use Notes, Files & Tags?
Notes help your team stay aligned on client history
Files keep all client documents in one place
Tags make it easier to group and filter clients by type or status