Sending Staff Notes to Communicate

Send a private message to your employees individually

FAQ: How do I communicate with my staff privately? I need to send them a message.

  1. Access the Notes Feature on the Dashboard

    • Navigate to the dashboard, and click on the bubble icon to create a new note.
  2. Create a Subject for the Note

    • Start by entering a subject for your note.
    • Alternatively, choose a predefined subject (e.g., "Training and Education").
  3. Set Importance Level

    • Select the importance level of the note (e.g., "Important") to ensure it catches the recipient's attention.
  4. Embed a Video

    • Find a video you want to share (e.g., a YouTube video).
    • Click the "Share" button on the video, then select "Embed" and copy the embed code.
    • Return to the note, click on "HTML," and paste the embed code.
    • Save your changes by clicking the green checkmark.
  5. Add a Custom Message

    • You can enhance the note by formatting text (e.g., bold text). For example, write "Please watch this video."
  6. Select Staff Members to Notify

    • Choose the staff members who need to receive the note.
  7. Save and Close the Note

    • If needed, adjust the time and date of the note.
    • Click "Save and Close" to send the note to the selected staff members.
  8. Verify Staff Receipt

    • Log in as a staff member to confirm they received the note.
    • Staff members can play the video directly from the note.
    • A timestamp will indicate when the note was viewed.
  9. Access Notes Anytime

    • Staff members can access the note anytime by clicking "My Notes" at the top of their account.


-Back-to-Top-