Working with Notes

Notes help your team capture information that should stay attached to a booking, customer, or service record. Use them for special instructions, follow-up reminders, or service-specific observations that another staff member may need later.

Where Notes Appear

Booking notes use the existing booking details field. Customer and service notes use the dedicated Notes tabs and sheet.

Booking Notes

Booking notes are part of the booking details rather than a separate notes list.

To update booking notes:

1. Open the booking from the calendar or bookings list
2. Click Edit
3. Enter or update the text in the Notes field
4. Click Update Booking

Booking notes are useful for information that only applies to that appointment, such as arrival instructions, interpreter requirements, or a reminder for staff preparing the service.

Customer Notes

Customer notes give your team a running record on the customer's profile.

To work with customer notes:

1. Open the customer record
2. Select the Notes tab
3. Click Add
4. Enter the note content, then click Add

After a note has been created, open its action menu to:

• Edit the note
• Pin or Unpin it
• Delete it if it is no longer needed

Customer notes work well for information that may be relevant again in future visits, such as contact preferences or recurring preparation reminders.

Service Notes

Service notes are attached to a single service record, so they stay with that one encounter or booking service.

To manage service notes from the service record:

1. Open the service from the booking or services list
2. Select the Notes tab
3. Click Add Note
4. Enter the note content, then save it

Pinned service notes remain easy to spot because they also appear in the service side panel. This is useful when a pharmacist or another staff member needs to see the most important note without opening the full notes list.

Notes During an Encounter

You can also manage service notes without leaving the encounter workflow.

On the encounter page:

1. Click Notes in the page actions
2. Review existing notes, or click Add Note
3. Save the note and continue the encounter

If the service has no notes yet, the sheet opens straight into the add-note form so staff can capture information quickly.

Pinning, Editing, and Deleting

Notes on customer and service records use the same actions:

• Edit updates the note content
• Pin keeps an important note easy to find
• Unpin returns it to a normal note
• Delete removes the note from the record

Pinned notes are best for information that staff should not miss, such as follow-up requirements or service-specific cautions.