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Adding Client Notes

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:

  1. Navigate to the Clients tab
  2. Select the + icon next to the Client Notes section unnamed_-_2021-11-12T160613.706.png
  3. Click anywhere in a notes field            unnamed_-_2021-11-12T160646.062.png
  4. Enter a note or attach a file and save
  5. 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.   16662357-dfe6ce3e216b7ff2c15da4bb3b0f38bc.png

 




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