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How to add client notes

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

Written by Phoebe Davis
Updated today

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


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 'Notes' on the left side of the client profile menu.

Type your client notes into the box and Save note!

You can view client notes on their profile here or on the check out for any of this clients' bookings.

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