NotebookNotes for your agency and for each client

Notebook - Notes and Docs for Every Client

Your notes.
Where the work is.

Meeting notes, briefs and how-tos live next to the client they belong to, shared with the right people and kept with their history.

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Try free for 14 days. No card needed.

Kickoff notes sharedGlow Skincare, with Sarah and Mike
Brand voice guide pinnedGlow Skincare
Shoot checklist updatedNorthside Gym

The brief is in an email, the call notes are in someone's head and the how-to is in a doc nobody can find. Put them next to the client.

01 / How it works

Write it once. Find it next time.

Brief the shootShot list signed offEdit and captionSend for approval

Write it down

Notes and docs, in a block editor.

Meeting notes, briefs, how-tos and checklists. Write with headings, lists, checklists, links and pictures, and turn any block into another as you go.

  • Headings, lists and checklists
  • Links and pictures
  • Pin the notes you use most
  • Search titles and text
Start free
Glow Skincare/Spring launch24 files
Approvedreel_v3.mp40:15
hero.jpg
AaBrand kit
Carousel5
Uploading 2

Per client

A client's pages stay with that client.

Keep a note for the whole agency or for one client. Filter by client to see everything written for them.

  • Agency notes and client notes
  • Filter by client or by your own notes
  • Next to the client's tasks, calendar and files
See Client Workspaces
Oda Dental kickoff notes“Spring promo: whitening for $299, launch March 3.”Shared with the team

Shared on purpose

Only the people who should see it.

Keep a note to yourself, share it with the agency, or pick people. Everyone you add can view or edit, and every note keeps its history.

See Team Collaboration

02 / By the numbers

Clear access, clearly scoped.

ways to share: only you, the agency or chosen people

levels for each person: can view or can edit

home for every note, agency-wide or per client

notes visible to clients

03 / Questions

Questions, answered.

What is the Whizo notebook?

A place for your team's notes and docs: meeting notes, briefs, how-tos and checklists. Each note belongs to your agency or to one client, so a client's pages stay with that client.

Who can open a note?

You choose: only you, everyone in the agency, or chosen people. Each person you add can view or edit. The notebook is for your team; clients don't see it in their portal.

What can I put in a note?

Headings, text, bulleted lists, checklists, links and pictures. Type to write and turn any block into another kind as you go.

Can I find a note again quickly?

Yes. Pin the notes you use most, filter by client or by notes you created, and search titles and text.

Is there a history of changes?

Yes. Every note keeps its history, so you can see what changed.

Give your notes
a home.

Start free trial

Try free for 14 days. No card needed.