---
title: Keep notes on a person
sidebarTitle: Private notes
description: >-
  Write, edit and delete private notes on anyone in People, so you remember what
  matters before you next see them.
audience: luminary
feature: people
type: guide
availability: live
last_verified: '2026-10-13'
keywords:
  - client notes
  - private notes
  - contact notes
  - session notes
  - remember client details
  - crm notes
url: 'https://help.bringsoul.life/luminaries/audience/people/keep-notes-on-a-person'
---

# Keep notes on a person

> Write, edit and delete private notes on anyone in People, so you remember what matters before you next see them.

Keep what you know about a client next to their history: what they're working on, what they asked for, what to follow up on. Notes live on the person's profile in [Audience → People](https://portal.bringsoul.life/audience/people) and only you see them.

## When to use this

- After a session, to jot down what you covered and what's next.
- After a call or message, to remember a preference or a promise.
- Before a retreat, to note dietary needs or intentions someone shared with you.

## Add a note

**Step 1: Open the person**

In [Audience → People](https://portal.bringsoul.life/audience/people), click the person, then
the Overview tab.

**Step 2: Write the note**

In the Notes section, type in *"Add a note…"*. Line breaks are kept.

**Step 3: Save**

Click Save note. You'll see *"Note saved"*, and the note appears in the list with how long ago
it was written.

## Edit or delete a note

- Edit: click the pencil on the note, change the text and click Save, or Cancel to leave it as it was. You'll see _"Note updated"_.
- Delete: click the bin on the note and confirm _"Delete this note?"_. You'll see _"Note deleted"_. Deleting can't be undone.

## Community members

- Someone who's in your community also has a Private host note on their Community tab. That's part of your community tools; see [Care for your members](https://help.bringsoul.life/luminaries/community/care-for-your-members).
- For a community member who isn't in People yet, the Overview tab shows Add to contacts: _"Save a note to create a CRM contact and keep this relationship alongside your clients."_ Writing a note there and clicking Save note adds them to People with that note.

## Good to know

- Notes are private. Members never see them, and they aren't included in exports.
- Each note shows how long ago it was written, such as _"3 days ago"_. Put a date in the text if you want an exact one.
- A lead's form submission can also carry a Creator Note on that form's lead page in [Forms & Funnels](https://portal.bringsoul.life/forms). That note stays with the submission and doesn't appear in the profile's Notes.
- Writing notes needs an active Soul plan.

## Related

- [View a person's profile](https://help.bringsoul.life/luminaries/audience/people/view-a-persons-profile)
- [Organize with tags](https://help.bringsoul.life/luminaries/audience/people/organize-with-tags)
- [People](https://help.bringsoul.life/luminaries/audience/people)