Client Notes & Tags

Client Notes

Notes help your team provide consistent, personalized service. Record preferences, sensitivities, important information, and observations that help serve clients better.

Adding Notes

To add a note to a client profile:

1. Open the client profile
2. Click "Add Note"
3. Select the note type
4. Enter your note text
5. Optionally mark as important/alert and save

Types of Notes

Organize notes by category for better management:

General Client Notes

• Overall preferences and personality traits
• Communication style and special requests
• General observations about the client

Service-Specific Notes

• Treatment preferences and results
• Product recommendations and favorites
• Service modifications and customizations

Important Alerts

• Allergies and sensitivities relevant to services
• Special requirements or accessibility needs
• Important warnings for service delivery

Note Privacy and Visibility

Control who can see specific notes based on sensitivity and relevance.

Alert Notes

Alert notes are prominently displayed to ensure critical information is never missed:

• Appointment Cards Alerts appear on the calendar appointment
• Booking Process Warnings show when creating new appointments
• Check-in Alerts display when client arrives
• Daily Schedule Important notes visible on schedule views

Managing Existing Notes

Edit, update, or organize notes as needed:

1. Navigate to the client profile Notes section
2. Find the note you want to modify
3. Click edit to update or add information
4. Change visibility settings if needed
5. Save changes with automatic version tracking

Deleting Notes

Remove outdated or incorrect notes:

1. Open the note you want to delete
2. Click the delete option
3. Confirm deletion with optional reason
4. Note is archived for audit purposes

Best Practices

Guidelines for effective note management:

• Keep notes factual and professional
• Update notes regularly after appointments
• Review notes before each client visit
• Archive outdated information appropriately