This explains what are client and appointment notes on a client's appointment card.
Client Notes are accessible through the appointment screen or through the client card.
What is the Difference?
- Client Notes are notes which are always with that clients information. They can include colour info, general info and even marketing info. Some examples in the image below.
- Appointment Notes are notes which are specific to that particular appointment. For example, the client might be late, this is an appointment note and everyone can view it. Appointment notes move to the "Previous Appointment Notes" box following the next appointment.