There are two different ways to make notes in Schedulicity: Client Notes and Appointment Notes. These are both for internal use only, so your clients will not see the information you add in these fields.
These are a great way to store any information you wish to remember about your client. Many businesses use these to track color formulas, the client's occupation, ongoing case notes, progress, etc. Not to worry, these notes are all private just on the business side so the client won't see what you type in this field.
To add notes to a client's profile:
- Hit "edit" at the top right of the screen in order to edit their details.
- You'll see the option to add client notes right there! You can open their profile page to view or edit these notes whenever you need. These notes also display on the appointment edit screen, just look for the little push pin icon!
You can use the appointment notes if you ever wish to jot down any information needed concerning that particular appointment! You can add notes at the time of booking it or when you edit an appointment. The appointment block will then have an icon of a paperclip indicating that you have notes!
Not to worry, these notes are private only to the business side so your client will not be alerted of or be able to see the note attached to the appointment.
You can view appointment notes directly from the appointment or you can export the Schedule by Provider/Instructor or Agenda View reports to see the notes as well!
Similarly, we have client alerts as well, which are handy notifications, either system or custom, that appear right on a class or workshop roster. Interested in learning more? Check out the client alerts article here: http://support.schedulicity.com/clients/what-are-client-alerts