Slick supports both booking notes and client notes.
- Booking notes are attached to a single booking and may be one-off in nature, relating to that particular booking.
- Client Notes live in the client profile and might be important info about your client that you want to store and always have readily available.
Both types of notes can be created and edited during booking, and both can be found in the client profile (but in different places).
Click here to understand whether to store your colour formulas in the booking or client notes section.
Creating a Booking Note
When creating a booking, you can add in booking notes in the field underneath categories. Simply scroll to the bottom of the booking window to find the box for notes:
Once you've typed in your booking note, just click or tap anywhere outside of the box and these will save automatically:
Booking notes will be visible on the appointment card in the calendar:
If the appointment card is too small to display the note, you will still see the icon and can click on the card to see the booking note in the modal:
To edit a booking note, open the modal, click on the 3 dots, and then select 'Edit Booking':
Viewing Booking Notes in the Client Profile
To see booking notes on upcoming appointments, go to the client profile and scroll down to 'Scheduled Bookings' - the booking note will appear at the bottom:
Viewing and editing Client Notes during Booking
If your client has client notes already in their client profile, you can easily access these by clicking on "View Profile":
All previous client notes / colour notes will appear at the top of the profile like below:
To add or edit client notes, click "Edit Client Details" and scroll down to the bottom to edit notes as you normally would in the client profile, at the :
Hit Save Changes and then tap the back button in the top left corner to return to your booking: