How to Pin a Note on a Client's Profile

Pinning a note keeps the most important information about a client at the top of their notes, so it's the first thing your team sees when they open the profile. This article shows you how to pin, unpin, and manage pinned notes.

What Is a Pinned Note?

Client profiles can collect multiple notes over time. A pinned note stays at the top of the Notes list, marked with a pin icon, so staff don't have to scroll to find it. It's the fastest way to surface critical context — an injury, a preference, or an important relationship detail — the moment someone opens that client's profile.

Who Can Use This?

Anyone on your team with access to a client's profile can pin, unpin, edit, and delete notes, and everyone who can see that profile will see the pinned note.

How to Pin a Note

1. Open a client's profile from the Inbox, Dashboard, or Portal Search.
2. Open the Notes tab.
3. Find the note you want to pin.
4. Click the note's three-dot menu (⋯) and select Pin.
5. The note moves to the top of the Notes list and shows a green pin icon next to its date.

To unpin a note, open its three-dot menu and select Unpin — it returns to its normal position in the notes list.

💡 Tip:

Use pinned notes for things every staff member should know before reaching out — like "Prefers morning texts only" or "Working toward first pull-up." It's an easy way to personalize every interaction at scale.

Troubleshooting / FAQs

Q: I pinned a note but it moved back down after I refreshed.

A: Try pinning the note again and waiting a moment before refreshing. If it keeps reverting, reach out to support.

Q: Can I pin more than one note?

A: Yes. You can have multiple pinned notes — each shows the pin icon and sits at the top of the list.

Q: Can anyone on my team see the pinned note?

A: Yes. Pinned notes are visible to all staff with access to that client's profile.

Q: Can I edit or delete a pinned note?

A: Yes. Use the same three-dot menu to Edit or Delete the note. Editing doesn't unpin it.

If you're still running into issues, reach out to your Loyalsnap rep or contact [e-mail]