How to add client notes.

Add client notes to track colours, packages and client details in this free text box on the client profile.

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

Add client notes to track colours, packages and client details in this free text box on the client profile.

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Firstly, open the client profile from the calendar by searching their name from 'clients' on the top right.

Click the client name to open the client profile and then click on 'edit contact details'.

Scroll down the client profile until you reach the section 'Client notes/colour records'. Add the details required and then press 'Save changes'.


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