Adding notes about your clients or their appointments is a great way to deliver personalized service, track preferences, and remember key details — all in one place.
✨ All notes are private and never visible to clients.
👤 Client Notes
Client notes are tied to the client’s profile and appear every time you open one of their appointments. They’re ideal for keeping long-term insights.
🔍 What Can You Use Client Notes For?
• Remembering a specific technique or style they loved
• Logging the perfect color formula
• Noting personal details (like hobbies or favorite drinks)
• Tracking preferences or concerns mentioned in past visits
✏️ How to Add Client Notes (Desktop)
You can do it in two ways:
Option 1: From the Client List
Go to Clients and search for the client.
Select their name and choose one of their appointments.
Below their email, click the “Client notes” box.
Type your note and save.
Option 2: From the Calendar
Click the client’s appointment on the calendar.
Below their email, find the “Client notes” box.
Add your note and save.
📱 Adding Client Notes on Mobile
Tap the appointment
Tap the client’s name
Add your note in the Client Notes field ✅
📅 Appointment Notes
Appointment notes are linked to a specific appointment rather than the client’s overall profile. Use them to record what happened during a particular visit.
🔍 When to Use Appointment Notes
• Summarize the session details
• Note timing, product use, or last-minute changes
• Record results or follow-up instructions
When the client returns, these notes will be visible at the bottom of their new appointment.
✏️ How to Add Appointment Notes (Desktop)
Click on the appointment in the calendar.
Scroll down to the “Notes about appointment” section.
Add your note and save.
📱 Adding Appointment Notes on Mobile
Tap the appointment
Scroll down
Add your note in the “Notes about appointment” section ✅
💬 Need Help?
If you have any questions or need assistance, reach out via the blue chat bubble or email us at [email protected] — we’re here to help ❤️