đ You can add room overview notes on all Famly packages. You'll need permission to Create notes and/or View notes to make or see them
Room overview notes help staff share important child information between shifts directly in the room overview. The Notes tab shows notes created today, keeping your team informed without relying on WhatsApp groups or paper handovers.
What Are Room Overview Notes?
Room overview notes help staff communicate key child information during the day. Instead of using verbal handovers, paper notes, or external messaging tools, staff can create notes for a child directly in room overview.
Notes created today appear in a dedicated section, making it easy for the next shift to catch up quickly.
What do room overview notes help with?
See all notes created that day in one place
Create notes without leaving room overview
Reduce lost paper handovers and scattered WhatsApp messages
Notes remain saved permanently in the childâs profile for future reference
Find Room Overview Notes
You can find room overview notes inside room overview.
To view todayâs notes:
Go to your room overview
Select the Notes (Ă) tab
The number shows how many notes have been created today for children in that room.
View Room Overview Notes
Room overview notes are designed to be easy to scan during busy shifts. To see your room overview notes:
Click the Notes (Ă) tab in the room overview
Notes are sorted alphabetically by the childâs name. Each note includes:
The childâs name and photo, so you can quickly see who it relates to
The time the note was created
The author, showing who created the note
The full note content
The visibility level, General, Sensitive, or Safeguarding, including whether itâs visible to parents
How the Time Window Works for Room Overview Notes
Notes appear in the room overview notes tab only on the day they are created.
After that day:
Notes automatically leave the room overview Notes tab
The Notes tab count updates
Notes are not deleted; they remain permanently stored in the childâs profile
This keeps the room overview focused on what matters now for shift communication.
Create Room Overview Notes
You can create notes directly from the room overview using the purple side actions panel. To create a note:
In your room overview, tap a single childâs profile picture
You'll see the purple side actions panel open
Tap Notes
The Create note window opens
Enter the note details
Choose:
Visibility level: Regular, Sensitive, or Safeguarding
Scope: Staff only (recommended for handovers) or Parent & staff
Tap Add note
Once saved, the note:
Is stored in the childâs profile
Appears in the Notes tab for today
Updates the number shown in Notes (Ă)
Important details when creating a note:
Notes can only be created for one child at a time. If multiple children are selected, the Notes option will be disabled.
Room overview Notes use the same note system as notes created in a childâs profile. The difference is that notes created today also appear in room overview.
What You Can Use Room Overview Notes For
Room overview notes can be used for any important updates that need to be shared during the day, such as:
Medication reminders: âReminder, Alex needs their inhaler before outdoor playâ
Behaviour or wellbeing updates: âCharlie had a rough morning, may need extra comfortâ
Information shared by parents at drop-off
Important updates: âNew allergy noted in child profile, no dairy this weekâ
Review notes at the start of a shift
Staff can start their shift by opening the Notes tab to see whatâs happened so far that day.
Keep information in Famly
Using notes keeps important information in one place, rather than getting lost in chat threads or paper handovers.
Note Visibility and Permissions
Room overview notes follow the same visibility and permission rules as notes in a childâs profile.
To learn more about Notes and visibility, see:
âhttps://help.famly.co/en/articles/4912368-the-notes-tab-on-child-profiles
Permissions Required for Creating Room Overview Notes
Who can create room overview notes?
Staff need the Create notes permission. This is the same permission used for child profile notes. You can check this in your staff role permissions.
Who can view room overview notes?
Staff need:
The View notes permission
Access to the relevant visibility level, General, Sensitive, or Safeguarding
If a staff member does not have permission to view Sensitive notes, those notes will not appear in their Notes tab or in the Notes count. This matches the behaviour in child profiles, staff only see notes their permissions allow.
How Room Overview Notes Work With Child Profile Notes
Room overview notes are not a separate notes system. They use the same notes as child profiles, but are shown in the room overview with time-based filtering.
This means:
Notes created in the room overview appear in the childâs profile
All notes include the same information: note content, visibility, parent access, author, and timestamp
The permission model is the same
Where notes are stored permanently
All room overview Notes remain in the childâs profile, even after they no longer appear in the room overview Notes tab.
To view older notes:
Go to the childâs profile
Open the Notes section
Related Features
Child notes: Notes created in room overview also appear in the childâs profile
âhttps://help.famly.co/en/articles/4912368-the-notes-tab-on-child-profilesRoom overview: Learn more about room overview
âhttps://help.famly.co/en/articles/4912180-the-room-overviewPurple side actions: The panel used for quick actions in room overview, including creating notes
Need Help?
If you have questions about room overview Notes or need assistance, contact Famly Support through the Help Centre or email support@famly.co.
Weâd also love your feedback. Share how room overview Notes are working for your team through your Famly contact or support channels.