Lock Visit Notes and Comments

Want to stop appointment comments and notes being changed once they're finished with? You can set them to lock automatically once the appointment is paid, or lock them yourself whenever you choose. Once a comment is locked, nobody can edit it again.

Turning it on

1. Click your profile icon at the bottom left of the main menu.
2. Choose Settings.
3. Open the Cash Register (POS) section.
4. Choose an option from the Lock Visit Comments drop-down: Never, After Sale, or Manual.
5. Click Save.

After Sale

Choose this and a visit's comments lock as soon as the appointment is processed through POS. To try it, open an appointment and click the pencil next to Comments in Visit Details, add a note, then add the client to a sale and take payment. Once it's paid, open Visit Details again and you'll find the comment can no longer be edited.

Manual

Choose this and comments only lock when you choose to lock them, whether or not the appointment has been paid.

1. Click the client's name on their appointment to open Visit Details.
2. On the Details tab, click the pencil next to Comments to open it for editing.
3. Type your note, then click the lock icon.
4. Click Yes when Simple Salon asks you to confirm.

Once you've confirmed, the comment saves and the pencil disappears, you won't be able to open it for editing again.

Note: the Comments box has three icons: a save icon, a lock icon, and a cancel icon. Save keeps your note editable, the lock icon saves and locks it, and cancel discards your changes.

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