Recording & tracking client history notes & comments.


Never miss a detail again. Efficiently record and keep track of all client history by making notes on your clients appointments, and using their client card to refer back to all comments saved.

Making notes/comments on your clients appointments.

To make a note on a clients appointment, first locate their appointment, then click the clients name on their appointment.

In the  Visit Details pop up window, click inside the Comments box and type in your note. This note can be as long and as detailed as you need, the space here is unlimited.

When you're done entering in the visit note, click Save Comments.

The appointment will now be flagged with an ' N', which stands for Notes. This is notify you of when there is a note on an appointment, to ensure it is read.

Viewing visit notes.

Anytime you wish to view past, present or future visit notes; either search for the client in the Client Search, and go to their client card; or simply click the clients name on their appointment to bring up theVisit Details window. Click the clients name, which is a link to their client card.

At the bottom of the client card, the notes will be saved against each appointment in the Visits section.

Click the Note Pad icon in the row of the appointment you wish to view.

Note: Green highlighted visits refer to appointments TODAY; yellow highlighted visits refer to FUTURE appointments; white visits refer to PAST appointments.

The note will pop up for you to read.

Another way to view Client History notes.

Click the clients name on their appointment and select the Client History button in the Visit Detailswindow.

The last 10 visits and all history notes are easily accessible here. Refer back to these past appointments quickly anytime you need to.

Never miss a details again. Enjoy.


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