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

1

Manage client notes

Go to Manage > Clients > Search & select the client's name.

2

Open the Notes tab

Proceed to the Notes tab.

3

Enter the note

Enter the note in the "Note" field.

4

Choose display locations

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

5

Save the note

Click Save Note.

You cannot edit these notes, they can only deleted using the red minus button.

Display When:

New Appointment: Will pop up on the screen while scheduling an appointment for the client.

Client Check-In: Will pop up on the screen while checking the client in on the schedule.

Client Check-Out: Will pop up on the ticket screen when checking the client out.

View Profile: 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

1

Enter the note while scheduling

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

2

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