This article explains the difference between Client Notes, Service and Color Notes, and Past Appointment Notes.
In this article
Client Notes are general notes about a particular client and don't always have to necessarily relate to their appointments.
Personal notes can go in here, for example, coffee preferences, hobbies or things to chat about etc. This section can be used to really convey a personal experience for each client.
These notes are visible if you edit an appointment by double-clicking it:
Notes can also be accessed in each Client Card by going to Clients > Searching for and double-clicking on the client > Notes.
If you have recently been updated to the new Clients screen, you will find notes under Basic Information.
Service and Color Notes, and Past Appointment Notes
These notes should be used to add comments to specific appointments/bookings. They can be used to indicate specific requests for clients, the color formulas/types used on a particular appointment, their preferences, no show/cancellation reasons etc.
They can be entered into the Service and Color Notes section, and any historical appointment notes will automatically move over to the Past Appointment Notes in the future, with a date stamp referencing the appointment date.
The Past Appointment Notes will show the 4 most recent appointment notes.
These notes can also be viewed in the Client Card under Service History > Notes. You can also double-click a note here to expand it.
If you have recently been updated to the new Clients screen, you will find these notes under each appointment in the client's Appointment History.