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How do I add notes to client profiles and bookings?

Adding notes to your client profiles and individual bookings can help you and your staff members keep track of their preferences, requirements and refer back to them later on. 

Client notes 

There are two different types of client notes that can be added on to every client card:

  • Client feed - can be added at any time via the client card or any previous or upcoming appointments.
  • Important client info - added straight to the client card, and visible on every appointment when the blue_tick.png has been selected. These usually include important information that is likely to apply to most of their appointments, for example  allergies, formulas and certain conditions.

To add a note to the client feed:

  1. Go to Clients clients.png and use the search bar to find the client whose information you’re looking to update (you can also find the client’s profile by clicking on their appointment in your calendar). 
  2. Click on the client, and select Client feed
  3. To add a note to your client feed, enter the information you’d like to include.
  4. Click client_feed_arrow.png to confirm.
  5. Depending on staff permissions, you can edit or delete a note on the client’s feed at any time by clicking next to each note and selecting Edit note or Delete note. The time stamp will be updated every time an edit is made to a client note.

To add a note to Important client info:

  1. Go to Clients clients.png and use the search bar to find the client whose information you’re looking to update (you can also find the client’s profile by clicking on their appointment in your calendar). 
  2. Click on the client and select Client details.
  3. Scroll down to Important client info, click Edit, and add the relevant information.
  4. Click to display the information on all bookings.
  5. Save changes.

PRO TIP: You can export all Client notes by heading to Clients, clicking on the Options tab, and selecting Download Excel/CSV to export your list. Your exported list will show your client names, contact details, and client notes for your entire customer list.


Booking notes 

Booking notes are appointment-specific and added directly to the appointment. Booking notes usually include information such as one-off formulas, progress reports, or notes left by the client when booking online.

  1. Go to your Calendar calendar_2.png and create a new appointment (or select one that’s already been scheduled, go to More options and click Edit appointment.)
  2. Scroll down to Notes and add in the relevant information.
  3. Click Save to confirm your booking notes.

When you hover over or click on the appointment, the booking notes will be visible under the Appointment details

PRO TIP: Booking notes can be viewed in the Client's Appointment History on their profile under the Clients tab.

NOTE: You can still edit booking notes after the appointment has been checked out and completed. Simply click on the appointment, select More Options three_dots.png and Edit notes.

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