How can I show a pop-up of client notes when a client checks in?

This guide will show you how to enable a setting that will display a client's notes and/or appointment notes when you check them in for their appointment.

What the Pop-up Looks Like

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Enable the Setting via the Client Card 

Go to Clients, search for the client, then double-click to open their Client Card.

Once you're in their Client Card, click the Add Prompts button > Check the boxes to your preference, then click Save to finish.

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Notes will then be displayed automatically for this client for any future appointments at Check In.


Enable the Setting via an Existing Appointment

Double-click on the client's appointment, then click More > Add Prompt. Check the options to your preference, then Close the appointment.

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Notes will then be displayed automatically for this client for any future appointments at Check In.

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