Recording client notes
Roy avatar
Written by Roy
Updated over a week ago

The client notes feature allows you to keep your client notes organised within your client profiles, for easy reference and tracking.

You can easily record your client date-stamped notes following these steps:

In the Clients tab, select the client you wish to add notes for.

Open the 'Notes' tab, click '+ New Note' to write up a new note:


When you hover over your existing notes, you'll see Edit and Remove icons.

All notes entered will be kept on file with the latest notes on top in chronological order.

Note: All notes entered in this 'Notes' area will be visible to you only, it is not visible to your clients.

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