> 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/2Rlgm8NzXVtowdLIgO2C/Client%20Notes.jpeg)

{% stepper %}
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## Manage client notes

Go to **Manage** > **Clients** > Search & select the client's name.
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## Open the Notes tab

Proceed to the **Notes** tab.
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## Enter the note

Enter the note in the "Note" field.
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## Choose display locations

Check the preferred "Display When" boxes to make this note pop up on those specific pages.
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## Save the note

Click **Save Note**.

{% hint style="info" %}
You cannot edit these notes, they can only deleted using the red minus button.
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**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.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.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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/oxXz6fu5GcqEMlMSPaGg/Appointment%20Notes.png)

{% stepper %}
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## Enter the note while scheduling

You can enter this note while initially scheduling the client's service(s).
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## 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/3Gr0MYQKcSYZBWAOKBIp/Client%20Note%202.png)
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