The Notes section contains internal notes every staff member recorded about the client. Client notes, are easily accessible from any device so that you know client preferences instantly.
To add a client note:
- Navigate to the Clients tab
- Select the + icon next to the Client Notes section
- Click anywhere in a notes field
- Enter a note or attach a file and save
- Once saved, the note will appear below with a date/time and login stamp. The note will appear below with a date/time and login stamp.
