# Add notes to a client profile

> Add notes to client profiles so your team can track key details.

Source: https://support.caspen.com/clients/manage-clients/add-notes-to-a-client-profile
Documentation index: https://support.caspen.com/llms.txt

## Overview

Notes store important details on a client’s profile (for example, Quiet room works best; avoid strong scents). Notes are internal and not visible to clients, and they stay on the client’s profile.

If something must be immediately noticeable to your team (for example, a health concern), add a client alert instead. See [Add a client alert](https://support.caspen.com/clients/manage-clients/add-a-client-alert).

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## Add a note

1. Open **Clients**, locate the client and click **Actions** → **View** (you can also achieve the same result by clicking the client’s name).

<figure><img src="https://support.caspen.com/files/TNK0WEtJBcv8sm7iJRVz.webp" alt=""><figcaption></figcaption></figure>

2. In the Notes panel, click **Edit**.

<figure><img src="https://support.caspen.com/files/1ARgglsre1peRxuhqqiZ.webp" alt=""><figcaption></figcaption></figure>

3. Add your note and click **Save**.

<figure><img src="https://support.caspen.com/files/kuwsVjWVOEqXe3e4Ih8k.webp" alt=""><figcaption></figcaption></figure>

<figure><img src="https://support.caspen.com/files/mi6HtUNlGLLXB76GDG1m.webp" alt=""><figcaption></figcaption></figure>

The note now appears in the client’s Notes section and will only be visible in the client’s profile. To update or delete it, click Edit.


> **Tip:**
>
> You can also add a note from **Edit client**. On the client profile, click **Edit client** (top right), open **Notes**, enter your text, then **Save**.


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