Adding Client Notes

A client note is a reminder or comment that is added to a customer's profile. These notes are internal and not visible to the client.

Here are different types of notes you can use in Mangomint:

Client Notes

Client notes are a single field, not connected to any particular appointment or date, and appear prominently any time when you book or checkout a particular client. This is useful for things like allergies or other important information you always want to show right up.

  • To do this: Go to the Client Details screen.

  • Add notes added in the Notes area (shown below) of the client's profile.

The image below shows what the client notes look like in the booking screen.

Timeline Entries

Timeline entries are entries into the client timeline that have a date, appear in chronological order, and can also have any number of attached files such as photos, and pdf documents. This is commonly used for SOAP notes, and before and after images, color formulas, and product recommendations.

  • To do this: Go to the Client Details screen.

  • Add notes in the Timeline as shown below

You can also upload images by using the Upload File button. The Mangomint app is a great tool to use for this so you can upload a photo directly from your phone.

Appointment Notes

Appointment notes appear directly attached to a specific appointment and are also visible from the calendar where you can see a little icon on the appointment box to let you know they are there.

  • To do this, go to: the Calendar Screen and select the appointment.

  • On the Appointment details, use the pencil icon to edit the appointment.

  • Enter your notes in the Add an appointment field

Once saved, you should see a little icon on the appointment box to let you know that there is a note for that specific appointment.

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