Category - PD Notes

Create a PD Notes client, service or domain note in WHMCS; choose its attachment, write the body and check the saved result.

Assign, complete and snooze PD Notes reminders in WHMCS; understand cron timing, fallback recipients and daily digests.

Find PD Notes in WHMCS using search, scope and colour; apply tags and pins to organise account handovers.

Create reusable PD Notes templates in WHMCS and turn a saved body into a reviewed client or service note.

Control PD Notes client visibility in WHMCS; review master and individual choices and check the correct portal location.

Email a PD Notes message to the correct WHMCS client, check portal visibility and avoid accidental duplicate sends.

Share a PD Notes handover with a WHMCS colleague while keeping client visibility and reminder responsibility separate.

Learn how PD Notes works in WHMCS, what to prepare and how to check your first setup.