Keep a private note on a client
Each client has one private note for whatever you want to remember. Only you see it; the client never does.
Step 1: Open Clients and tap the client.Open Clients and click the client.
Step 2: Write what you like under Private notes: their preferences, an allergy, their usual requests.Write what you like under Private notes: their preferences, an allergy, their usual requests.
Step 3: The note saves by itself as you type, so there's no save button.The note saves by itself as you type, so there's no save button.
Common questions
I typed while offline. Did the note save?
No. A message tells you so; type again once you're back online and it saves.