Add a note to a customer

1. In the office panel go to Clients and open the customer’s profile.

2. Switch to the Notes tab and click Add note.

3. Fill in the note:

   • Title (required),
   • Content (optional),
   • Warn when signing up for classes — tick this to have the note pop up in the Additional information window whenever the customer is signed up for a class or their presence is confirmed,
   • Display from date (optional) — until that date the note waits under Future notes and doesn’t warn anyone yet.

   

4. Click Save.

Where the note shows up

• On the customer’s profile, in the Notes tab — under Active notes, with the author and date (Note created by: / Last modified by:).
• If Warn when signing up for classes is ticked, the note also appears at the front desk: the Additional information window that opens when the customer is signed up for a class or checked in shows The client has assigned notes with the note’s title and content, and a Go to note button leading back to the profile. See Check the attendance list.

Managing notes

Each note on the list has actions:

• Edit — change the title, content, warning flag, or display date.
• Archive — the note stops warning and moves to Archived notes (unfold them with Show archived). Use this when the matter is settled but worth keeping on record.
• Delete — removes the note for good, after a Note removal confirmation.

Tip

A note with Warn when signing up for classes is a reliable way to pass a message to whoever is at the desk on the customer’s next visit — a found water bottle, an unpaid fee arrangement, a medical caution.