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How do I add notes to a client profile or appointment?
How do I add notes to a client profile or appointment?

Appointment notes, client notes

Angela avatar
Written by Angela
Updated over a week ago

There are two ways to make notes in Schedulicity: Client Notes and Appointment Notes. Both are for internal use and clients will not see the information you add in these fields.

Client Notes

Use these to store any information you wish to remember about your client. Many businesses use these to track color formulas, the client's occupation, progress, etc.

To add notes to a client's profile:

  1. From the Client List, open their profile

  2. Click Edit

  3. You'll see the option to add client notes right there. These notes also display on the Appointment Edit screen- look for the little push pin icon!

Appointment Notes 

Use appointment notes if you 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 you have notes!

You can view appointment notes directly from the appointment or you can export the Schedule Report to see the notes as well!

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