Client, Timeline, and Appointment Notes

This article covers client, timeline, and appointment notes. Client and timeline notes can be added through the client details, while appointment notes can be added to specific appointments.

Client notes

Client notes (also called global notes) are reminders or comments added to a client's profile that are internal only and not visible to the client. Client notes are useful for things like client allergies or other important information about the client.

Client notes appear prominently when booking, viewing, or checking out an appointment for a client. These notes are not connected to a specific date or appointment.

To add client notes, go to the client details and add the notes in the Notes section.

After adding client notes, the notes will appear when booking, viewing, or checking out an appointment for the client.

Timeline notes

Timeline notes have a date, appear in chronological order on the client's timeline, and can have attached files such as photos or PDF documents. Timeline notes can be used for before and after photos, color formulas, product recommendations, etc.

When adding a timeline note, you can use the current date, or select a different date. Once the timeline note is added, you can edit or print the note using the "..." menu on the note.

Appointment notes

Appointment notes are reminders or comments added to a specific appointment.

To add appointment notes to an existing appointment, select the appointment on the calendar.

Select the pencil icon to edit the appointment.

Add the notes in the Add an appointment note field and select Save Changes.

After saving your changes, an appointment icon displays to indicate the appointment has notes. This appointment icon also displays if a client adds a comment to their appointment via online booking.