Add a note to your client's record

Keep track of important information with private client notes.

You can now store important information in private notes on your client's record and view them within any bookings. 

New Feature Assets (Artboard) (1)

To add a new client note:

  1. Go to Contacts
  2. Click on your client
  3. Edit client
  4. Add client note
To view any client notes on your bookings, simply click the client's name within the booking details.