Zabrina Gould-Wilson

This guide walks you through how to complete your Organisation Hierarchy Sheet (please find the Excel file at the bottom of this page) for Beam Notes.You can use this whether you are: Setting up Be...

Prompts can help tailor your summary to your specific role in Children’s Services or Education Social Work. To get the best results, we recommend keeping prompts specific and concise.Below is a com...

This article explains what to do if a team member is unavailable (for example due to illness) and a manager or project lead needs access to their Beam Notes for continuity of work.OverviewBeam Note...

Sometimes, during 1:1 support sessions, we may ask you to share your screen so we can better understand what you’re seeing and help resolve issues more quickly.Sharing your screen in Microsoft Team...

This guide is designed to support you if you are unable to use Beam Notes due to microphone permission issues, most commonly when an error message is displayed on your screen.In most cases, this ha...

If you are trying to use Beam Notes offline and the page is not loading, you may need to recache your offline content.✔️ Recache your offline pages Open Beam Notes In the bottom left-hand corner, s...

Organisation Admins have access to administrative features that control how users, teams, and templates are set up within Beam Notes. This article explains what Organisation Admins can do, what the...

If you’re seeing the US (en-US) Help Centre instead of the UK version, this is usually due to how your network location is being detected and not an issue with your account.Common causesYour organi...

This guide provides suggested prompts, tips and best practices to help you get the most out of Beam Notes. It includes examples for shaping summaries, generating SMART targets, drafting communicati...

This guide helps you troubleshoot issues when a Beam Note gets stuck during generation.💡 New to Beam Documents? If you are just getting started, please see our step-by-step guide: How to Create a B...