This article shows how to add notes for clients and appointments and where to view them in the Client Card.
In Phorest, you can add two different types of notes for a Client:
Client Notes are general notes about a client, such as their interests, hobbies, or preferences. For example, how they like their coffee.
Appointment Notes are notes specific to a particular appointment, including details like color formulas and products used.
In this Article
Adding/Viewing Notes through an Appointment
To be able to enter client or appointment notes, first open an appointment.
Client Notes
These will always remain the same and will be visible in the Client Notes section in the future and on the Client Card under the Notes section.
Current and Past Appointment Notes
Notes entered in the Current appointment notes section will later appear in the Past appointment notes section, including a date stamp as a reference for the appointment date. Click the View & Edit buttons as needed.
Adding/Viewing Notes through the Client Card
Go to Clients, then search for and open a Client Card.
You can view and update client notes under Basic Information > Client notes.
To view appointment notes, go to Appointment history. Notes are grouped as Past appointments and Future appointments.
Adding/Viewing Notes in PhorestGo
To add a note in PhorestGo, open a client's appointment > Tap Add appointment note > Enter your notes > Tap Done.
To view all client notes, open the sidebar menu > Tap Clients > Search for and open a client's card.
Tap Notes. On the Client note tab, you can tap the Add client notes button to enter new notes or edit existing ones.
On the Appointment notes tab, you can view existing notes entered in previous appointments. You can tap the copy button to use the notes elsewhere.
Prompting Client Notes on your Appointments Calendar
Learn how to automatically display client notes on the Appointments calendar at certain times.