Getting Started
Welcome to Notehouse! This guide gives you a quick overview of what Notehouse is and how to get started, whether you’re creating a new account or joining an existing team.
Table of Contents
What is Notehouse?
Notehouse is a secure, web-based platform for managing client records, notes, important dates, and related documents in one place. It’s designed to help individuals and teams stay organized, collaborate securely, and keep clear records over time.
What You Can Do in Notehouse
Notehouse includes the following capabilities:
- Client Management: Create, organize, and track client records
- Notes and Attachments: Add notes and upload files to client profiles
- Important Dates: Set and monitor deadlines and key dates
- Team Collaboration: Invite team members and assign clients
- Tags: Categorize clients with custom tags
- Import and Export: Bulk import clients or export data as needed
- Security: 2-Factor Authentication and role-based permissions
Your First Steps
How you get started depends on how you’re accessing Notehouse:
If You Created an Account
- Verify your email address
- Log in and name your organization
- Invite team members (optional)
- Start adding clients
If You Were Invited to Join
- Accept the invitation from your email
- Complete the invitation setup process and create your password
- Log in with your email address and new password
Getting Help
For questions, contact us at support@getnotehouse.com.