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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'. 

If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!

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

How to add client notes.

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Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

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

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If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!