Add notes to client profiles
In this guide, you'll learn how to add notes to client profiles so your team can keep track of important details across all future appointments.
How notes work
- Notes are private comments that are only visible to your team.
- They appear on a client's profile and can be viewed by any team member with access.
- Use notes to record preferences, important details, or reminders for future appointments.
Add a note
- Open a client profile from your Clients list.
- In the client profile view, click on Notes in the menu panel.
- Click Add note.
- Enter the note details and click Save.