---
title: Keeping private notes about a member | Pairc Goodman
description: Notes help brokers share context. Members cannot see them.
canonical: https://pairc-goodman.com/help/brokers/broker_members/broker_member_notes
generated: 2026-10-24T02:10:27.525Z
---Looking after members

# Keeping private notes about a member

Notes help brokers share context. Members cannot see them.

---

Notes let brokers and admins keep a shared record about a member. Members never see these notes.

## Adding a note

1. Open Members.
2. Press the notes button on the member's row, or choose Notes from the three-dot menu. You can also use the Notes tab in the member's record.
3. Choose a Category: General, Outreach, Support, Onboarding, Concern or Follow up.
4. Type your note in the box.
5. Press the send button.

Each note shows who wrote it and when.

## Managing notes

- Pin note keeps an important note at the top. Only an admin can pin a note.
- Edit note corrects a note. Only an admin can edit a note.
- Delete note removes a note. Only an admin can delete one. If you wrote something wrong, add a new note that corrects it.

## What to write

Write facts, not opinions. Good notes are short and useful to the next broker, for example: "Called 3 May. Prefers phone to email. Wants help finding gardening work."

Do not record vetting certificates, health details or other sensitive information in notes unless your community's rules say you may. A member can ask to see the information you hold about them.

[Go to this page](/broker/members)

## More guides in this topic

[How do I approve a new member?](/help/brokers/broker_members/broker_approve_new_members) [Finding and filtering members](/help/brokers/broker_members/broker_members_list) [Viewing a member's full record](/help/brokers/broker_members/broker_member_details) [Suspending or reactivating a member](/help/brokers/broker_members/broker_suspend_member) [Helping a member who cannot get into their account](/help/brokers/broker_members/broker_account_help) [How do I correct a member's time balance?](/help/brokers/broker_members/broker_adjust_balance) [Supporting members who find technology hard](/help/brokers/broker_members/broker_supporting_members)

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