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Add notes to client profiles

Client notes keep useful information in one place, like preferred products, sensitivities or how the client likes their appointments.

Add a note

  1. 1

    Go to Clients and open the client's profile.

  2. 2

    Select the Notes tab and click Add Note.

  3. 3

    Type the note and click Save Note.

To change or remove a note, open it from the Notes tab. Deleting a note can't be undone.

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