Add notes to a client

Who can do this: You need to be an owner, admin, manager or developer to do this.

1. Choose Customers in the sidebar and open the client.
2. Under Notes, write your note.
3. Under Who reads it, choose Everyone who works with them, Owners, admins and managers, or Clinical (encrypted, desk only).
4. Tick Pin it to keep it at the top.
5. Choose Add note.

On a note, choose Pin or Unpin to move it, or Delete to remove it.

Private and clinical notes

Only owners, admins and managers can add or read private and clinical notes. Clinical notes are encrypted.

Notes on one booking

For a note about one visit, open the booking on the calendar, write in Notes for the desk and choose Save notes. Bookings with notes show ✎ on the calendar.