Where to put 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:
·        Permanent: Part of the Client Log until deleted
·        Temporary: Self-delete when the ticket is closed

Recommended for Allergies and other important information about the client that pertains to more than just one appointment

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

2.     Proceed to the Notes tab

3.     Enter the note in the "Note" field

4.     Check the preferred "Display On" boxes

5.     Click Save Note
Note: You cannot edit these notes, they can only deleted using the red minus button

Display On:
Create Appointment: Will show on the left-hand side of the screen while scheduling an appointment for the client
Client Check-In: Will show on the left-hand side of the screen while checking the client in
Client Check-Out: Will show at the top of the ticket while checking the client out

Temporary Notes:
Catered toward in-house alerts in regard to specific appointments and/or tickets

Appointment Note:

1.     You can enter this note while initially scheduling the client's service(s)
2.     You can also edit this note by clicking on the client's appointment on the Schedule, then clicking on the underlined Note(s)

Ticket Note:

1.     Once the client is checked in, you'll see a button for "Ticket Notes".   This note pops up for the desk staff to see upon checking the client out


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