Overview
Within every Client Profile is the ability to add or delete specific Client Notes. Use this to enter private text or a file attachment that will be date stamped and saved to the individual Client Profile. Non-clinical businesses have an Allergies section, which you can use to track per individual when applicable. Client notes (all sections), like Scheduling Alerts, are internal only and are only visible to staff members who have access to client profiles.
Client Notes are commonly used for:
Color formulas
Client preferences
Medications
Allergies
Photos
Documents and files
Progress notes
There is not a character limit for client notes.
NOTE: Must have the “View Client Notes” permission enabled to view notes in a client’s profile.
Adding a Client Note
Open the customer's Client Profile and navigate to Client Notes under the OVERVIEW tab.
To add a general note, click the NOTE tab and add the desired text.
To add notes on ALLERGIES, click on the tab and add the desired text.
To upload a file or photo, select the paper clip icon (optional). Select the file from your device to upload. All photos will be visible in the client's photo gallery after upload.
Click Save. Any saved notes will be listed here for review.
NOTE: Must have “Create and Modify Client Notes” permission to add or edit a client note.
Deleting a Client Note
Hover your mouse over the note you want to delete. A trash can icon will show in the bottom right.
Click the trash can and confirm to delete the note. This action cannot be undone.
