Never miss a detail again. Keep track of client history by adding notes to their appointments, then check back on them from the client's card or from the appointment itself.
Adding a comment while you're booking
- Click an empty slot to start a new booking, then add the client and their service. This opens Select Services.
- Open the Comments section for that client and type your note into the box. There's no limit on length, so write as much as you need.
- Hit Confirm to save the appointment with your comment attached.
Adding or editing a comment on a booked appointment
- Click the appointment tile on the diary. This opens the Visit Details pop-up.
- On the Details tab, click the pencil-style Edit comments control and type your note.
- Click the checkmark icon to save, or the lock icon for Save And Lock. Save And Lock asks you to confirm first, and once locked that comment can't be edited again, so use it only when the note is final.
Once saved, the appointment shows a small N flag on the diary, for Notes. That's your reminder that there's something written against it worth reading.
Want to know more about appointment flags? Read Appointment Flags.
Viewing visit comments
From the Client Card
- Search for the client and open their Client Card.
- Open the Bookings tab. Each past visit is listed with its date, time, type, cost and operator.
- If the Comments column isn't already showing, click Choose columns and add it. Any visit with a comment shows it right there in the list.
Click a booking row to open its Visit Details and read or edit the comment in full.
From the appointment itself
Open the appointment's Visit Details and click the History tab. It lists that visit's own comment log, each entry with a Copy comment action, so you can check back on a note without leaving the pop-up.
Questions? Head to your Help & Support page and click Submit a Request.