<aside> 💡 Notes & Certifications are a convenient tool for managing information related to visitor’s profile. Whether it's safety checks like Lead Belay and Top Rope Certifications, or various notes such as general information, warnings, or notes specific to student profiles, this feature allows you to easily keep track.

Learn about the Visitor Profile Traffic light system here

Important points about notes & certifications, they:

  1. Are visible across the software, providing a seamless way to stay organised and informed about different profiles
  2. Are NOT visible to the climber

Notes & Certificate Configuration

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<aside> ⚠️ Can’t see a note in this list on your drop down? Learn how to control the different notes and certifications that are visible on each visitors profile here.

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to automate the granting of a note/certificate with a signing of a form?

Create a participant form

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to automate the granting of a note/certificate with the sale of a certificate product?

Create a Product, that automatically issues a Note/Certificate

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Related Guides

Create a Product, that automatically issues a Note/Certificate

Add photos to visitors’ profiles

Related Pages

Visitor Guides