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:

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