Keeping customer 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: customer injuries, preferences, address access, formulas etc.
Timely tip: you can also report on customer 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 customer you can head to their customer record, pop to the notes tab and hit the print notes option.
How to add customer notes
Step-by-step instructions
How to add customer 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
How to add booking notes to an appointment
These are notes that are linked directly to a specific appointment. Booking notes won't show up in the notes section of the client file but will appear in the print notes which can be accessed directly from the customer's profile along with any customer Notes. Click edit in the appointment pop out.
Step-by-step instructions
Customer Alerts
If you have important customer notes or alerts that need to be accessible from both the customer'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 customer records for more information.