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Tracking Client History

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Never miss a detail again. Efficiently record and keep track of all client history by making notes on your client's appointments, and using their client card to refer back to all comments saved.

Making Notes/Comments on a Client's Appointment

To make a note on a clients appointment, locate their appointment, then click the client's name on their appointment.

In the Visit Details pop-up window, click inside the Comments box and type your note. This note can be as long and as detailed as you need, the text box is unlimited.

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When you're done entering the visit note, click Save.

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The appointment will now be flagged with an N, which stands for Notes. This is to notify you of when there is a note on an appointment, to ensure it is read. 

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Would you like to know more about appointment flags? Click here.

Viewing Visit Notes

Anytime you wish to view past, present or future visit notes, either search for the client in the Client Search, and go to their client card, or simply click the client's name on their appointment to bring up the Visit Details window.

Click the client's full name, which is a link to their client card.

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At the bottom of the client card, the notes will be saved against each appointment in the Visits section.

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Click the Note Pad icon in the row of the appointment you wish to view.

Note: Green highlighted visits refer to appointments TODAY, yellow highlighted visits refer to FUTURE appointments, and white visits refer to PAST appointments.

The note will pop up for you to read.

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Another way to View Client History Notes

Click the client's name on their appointment. In the Visit Details window click the History button.

The last 10 appointments with comments attached are easily accessible here. Quickly refer back to these past appointments notes anytime you need to.

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Note: Only Appointments with notes attached will be displayed here. If the appointment did not have a note, it won't appear in this list. Simply navigate to their Client Card to view their Visits instead.

Never miss a detail again. Enjoy!

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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