A default memo pad is a template that gets copied into each newly created account. Once the account exists, the memo pad is fully editable and independent from the original template.
How to set a default memo pad
Navigate to Company Settings
Open the Default Memo Pad under Customization
Add or update the memo pad content
Hit save
Your default memo pad will now be automatically added to every new account you create.
Important notes
The default memo pad does not retroactively apply to existing accounts
Each account gets its own copy, so changes made later won’t affect past accounts
You can change your default memo pad at any time
When should I use a default memo pad?
Common use cases include:
Client onboarding instructions
Internal account notes
Service checklists
Standard operating procedures
Context your team should always see first
If you need help setting this up or want to create multiple memo pad templates, reach out through support—we’re happy to help.