Follow

Attaching Notes to Clients

There are various ways to add attach notes to clients.

1. In the 'Calendar' when booking the client in for a service you will have the option to add notes in the left hand panel.

2. In the 'Client Card' you have 3 other ways to add notes:

  • In top top right click on 'Client Notes' to view and add a note.

  • Next to this you have a 'Client Alert' button. Here you can add an alert that will appear in the client card and also the Calendar (when the client's details are shown) on the left hand side. The display of these notes will appear in red as a rolling banner and are useful to display things like allergies.

  • Treatment notes' are covered in another section but can be found by clicking on the green create icon in the top right of the screen.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.