Add a note to a customer

Notes are private to your shop. They're the "always uses 3 on the sides" you meant to remember.

Notes are shop-side only. Customers never see them.

Steps

1. Open Dashboard → Customers.
2. Click the customer.
3. Under Notes, click Add note.
4. Write it. Save.

The most recent note appears on the customer's row in the calendar sidebar when they show up for an appointment, so anyone in the shop can see it before the client sits down.

What to write

• Preferences ("3 on sides, texture on top").
• Allergies ("reacts to sulphate shampoo").
• Small talk memory ("golden retriever named Max, wife's a teacher").
• Business flags ("cash only, always tips 20%").

What not to write

• Anything a customer would object to seeing if the note was accidentally shared.
• Medical detail beyond what's needed to deliver the service safely.
• Payment card numbers or ID numbers. Ever.