> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/clients/add-notes-to-a-client-profile.md).

# 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](/using-caspen/clients/add-a-client-alert.md).

***

## 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2Ft9jOi4r5051SIDnWSKOm%2Fview_client.png?alt=media&amp;token=0caf0113-fd0d-4b62-bb59-3f99e893faf1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FTcoDwHroFvH338BfSi6O%2Fedit_notes.png?alt=media&amp;token=67bbfb28-41ff-4bb7-b0c8-427f4be51fd5" alt=""><figcaption></figcaption></figure>

3. Add your note and click **Save**.&#x20;

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FXumMVneQiPVnSYdOnrDp%2Fsave_note.png?alt=media&amp;token=00568248-5307-4c13-ad3f-ec8ec966681e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F41dtUAdEUk8FX9dOj1IJ%2Fnew_note.png?alt=media&amp;token=644b93fc-ac10-4023-9a7a-d1bd30ef6eca" 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:**&#x20;
>
> 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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