Add notes to a client profile

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

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.

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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).

1. In the Notes panel, click Edit.

1. Add your note and click Save.

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.