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How to add booking and client notes

Add booking notes for notes specific to that day and add client notes for permanent notes on the client profile!

Phoebe Davis avatar
Written by Phoebe Davis
Updated over a month ago

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Step by Step

Add booking notes (one off view on this appointment).

  • Add them from the booking itself by clicking the booking, then 'Notes'.
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  • Then add and save your booking notes!

  • If you need to save booking notes for a future booking click on 'Client' at the bottom of the booking window menu. This will open up the client profile!

  • Scroll down to 'schedule bookings' and click the booking you want to add notes for! This will open it on the calendar.
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  • Then click 'Notes' as above and save your booking notes!

Add client notes (permanent notes on the profile)

  • Add them from the booking itself by clicking the booking, then 'Notes'.
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  • Then add and save your client notes!

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