When it comes to providing a memorable planning process, we can't think of a better way to enhance your client experience than to create custom note templates that are one hundred percent on point with the look and feel of your brand.  Adding custom headers to notes and note templates is easy, we'll walk you through it in this short tutorial!

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!