Simple Salon tracks history for every visit, including any note you leave on that appointment. This article covers notes tied to a specific visit. For a note that follows the client everywhere, see Recording and Viewing Client Notes.
Adding a note to a visit
- Click the client's name on their appointment to open Visit Details.
- On the Details tab, click the pencil next to Comments.
- Type your note. There's no limit on length.
- Click the green tick to Save, or the lock icon for Save And Lock if you want to stop it being edited again.
Note: once you use Save And Lock, that comment can't be edited again. If you'd like to turn this feature on or off, see Lock Visit Notes and Comments.
Viewing a client's visit history and notes
You can check what you noted last time without leaving the Appointments page.
- While booking a new appointment, click Client Details on the Select Services screen, then the History tab. You'll see past services, pricing and any comments.
- For an existing appointment, click the client's name to open Visit Details, then click the History tab.
Either way, you'll see the client's past visits that have a comment on them. It's a quick way to check what happened last time before they even sit down.
You can also see this from the client's own Client Card: open the Bookings tab, then use Choose columns to add the Comments column if it isn't already showing.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.