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Keeping client notes allows you to refer to these in future appointments, reducing time spent in appointment catching up on important information; this is especially useful should you have staffing changes. Notes can include context such as: client injuries, preferences, address access, formulas etc.
Timely tip: you can also report on client notes for the whole business, as well as for each individual customer. To do this, head to the reports tab and run the customer notes report. This will show you all customer and booking notes for your entire customer list! To view a list of all notes for a specific client you can head to their client record, pop to the notes tab and hit the print notes option.
How to add client notes
Step-by-step instructions
How to add client notes via dictation
When you are busy in salon, you can still add client notes without needing to stop and type these in manually. This is where dictation comes in handy! Dictation allows you verbally create notes from your device, allowing you to keep track of important information effortlessly.
Step-by-step instructions
Client alerts
If you have important client notes or alerts that need to be accessible from both the client's record and from their appointments in the calendar then you can add these notes or alerts to the alerts field. See our help guide How to add alerts to client records for more information.