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.
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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 → Clients -
Select a Client
Click the name of the client you want to update. This opens the full client profile.
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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.
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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.
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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?
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Notes help your team stay aligned on client history
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Files keep all client documents in one place
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Tags make it easier to group and filter clients by type or status