Overview
Within every Client Profile is the ability to add, edit, 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. Client notes, like Scheduling Alerts, are private and only viewable by eligible staff. Client Notes are commonly used for:
Color formulas
Client preferences
Photos
Documents and files
Progress notes
Adding a Client Note
Open the customer's Client Profile
Type in the desired text into the Client Notes section
Upload a file (optional)
Click Save
Deleting a Client Note
Hover your mouse over the box of text to delete
Click the trash can icon that appears on the right