Add a note to a customer
You can add a note to each customer's contact card. Handy, so you always have your customer's personal preference at hand. The note is not visible to the customer.
Customers (day view)
- Go to your 'Dashboard'
- Choose to the 'Customers' tab
- Find the customer and click on 'Add Note'. You can start typing right away
All Customers
- Go to your 'Dashboard'
- Tap 'Profile' (top left)
- Choose 'Customers'
- Here you can find your customer and add a note
You can always look up the note via the contact card, but it is also visible the next time the customer comes by. By clicking on the appointment, you'll see the note on your screen.