💾Client History

Serene simplifies client management by maintaining a comprehensive Client History, grouped automatically using the client’s email address. Every new note you create is seamlessly added to this history, making it a centralized and organized repository of session details.

Key features of the Client History include:

• Indexed Notes: Notes are indexed based on their content, allowing you to search for specific information quickly and effortlessly.

• Time-Sorted Organization: All notes are chronologically sorted for an intuitive and streamlined browsing experience.

• End-to-End Encryption: Serene ensures that all notes and documents are securely encrypted, safeguarding client data at every step. Protecting privacy is at the core of everything we do.

This powerful combination of advanced search, time-based sorting, and robust security ensures you can easily access any note whenever needed, while maintaining the highest standards of confidentiality and data protection.

View Client History

You should be able to view your client history in your notes page under the history section. Each client profile is attached to their email address and the notes are grouped under the email address.