Navigate to Admin > Camper Setup > Note categories. Click on the grey "Preferences" button on the right, under settings.

Set the defaults for notes.

Note: These are just default settings for new notes. You can update the seasonality and person/household association whenever you create a new note.

Click the green Add Note Category button to add more categories and choose the user groups that can access them.

💡Tip: Consider the types of notes you'll enter most often. For reporting purposes, think about whether you'll want to view all Behavioral Problem notes for a specific season. This approach can help you decide which categories to set up.

Under the notify column, click the envelope icon to set tower and email notifications for when certain notes are added for specific users.

Easily edit or delete note categories with the buttons on the right side of the pane.

💡Tip: Pay attention to user groups. Keep sensitive notes, like Behavior Problems, hidden from those who don’t need access, such as the accounting team, to maintain security and reduce clutter.
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After setting up all categories, test them by adding some notes. View your entries under Reporting > Administration > Notes and use the category filter on the right.

💡Tip: Click on the Gif below to enlarge.