> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/clients/client-notes.md).

# Client Notes

Notes are used to enhance the client’s experience and to communicate internal information to keep the salon/spa running smoothly. There are two types of notes: Client Notes and Appointment notes. Client Notes will pop up on any screen you check mark it for and Appointment Notes are displayed only when viewing a clients single appointment and do not pop up.

![Client Notes](/files/a777003d8bedb8f03caae5a19f98d9422f0f6e6b)

{% stepper %}
{% step %}

## Manage client notes

Go to **Manage** > **Clients** > Search & select the client's name.
{% endstep %}

{% step %}

## Open the Notes tab

Proceed to the **Notes** tab.
{% endstep %}

{% step %}

## Enter the note

Enter the note in the "Note" field.
{% endstep %}

{% step %}

## Choose display locations

Check the preferred "Display When" boxes to make this note pop up on those specific pages.
{% endstep %}

{% step %}

## Save the note

Click **Save Note**.

{% hint style="info" %}
You cannot edit these notes, they can only deleted using the red minus button.
{% endhint %}
{% endstep %}
{% endstepper %}

**Display When:**

[New Appointment](/scheduling/scheduling-editing-an-appointment-w-video.md): Will pop up on the screen while scheduling an appointment for the client.

[Client Check-In](/scheduling/checking-in-a-client-video.md): Will pop up on the screen while checking the client in on the schedule.

[Client Check-Out](/tickets/checkout-preparing-the-ticket-w-video.md): Will pop up on the ticket screen when checking the client out.

[View Profile](/clients/client-log-overview-video.md): Will pop up when viewing a client's profile.

## Appointment Notes

*Catered toward in-house alerts in regard to specific appointments and/or tickets*

Appointment Note:

![Appointment Notes](/files/e7a3d4a192efedd84d446ec0cefd6304a8ab0192)

{% stepper %}
{% step %}

## Enter the note while scheduling

You can enter this note while initially scheduling the client's service(s).
{% endstep %}

{% step %}

## Edit the note from the Schedule

You can also edit this note by clicking on the client's appointment on the Schedule, then clicking on the underlined **Notes**.

![Client Note 2](/files/be1b1fb346ddd699ea96811d7cbad79906f9671a)
{% endstep %}
{% endstepper %}


---

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