How do I add Notes to a Customer file?

To add Notes to a Customer file, choose Customers > List

Click on the Customers’ name 

This is the Customer file, Notes can be added in the Notes section

To add notes to the text box that you'd like to keep in that box for future reference. Notes added here are saved exactly as entered and are not date stamped. This is good for general notes about your Customer.

Click Save

The All notes/formulas button allows you to include additional time-stamped notes, for example when noting the hair colour formula used on a specific date.

To add additional Notes click All notes/formulas

Click Add Note

Select either Note or Formula from the Type field

Enter the Content

Click Save

Please note, you can pre-populate the Formula field with a template. This is done via Account > Settings, see How do I customise my account settings?

Notes can be edited using the Edit   icon, and deleted using the Delete  icon

Additional notes will also be displayed in the Notes section of the Customer file

This section also displays all Reservation Notes for this customer.

To add Notes to a Customer file, locate the Customer in the Customer list

Tap the Action Icon, then tap Edit Customer

This areas is used to jot down quick general notes about your Customer

Tap on the Notes field, enter the required information, then tap Save

The Other Notes / Formulas button allows you to include additional time-stamped notes, for example when noting the hair colour formula used on a specific date

Tap Other Notes / Formulas, then tap the '+' icon

Select if this is a Note or Formula using the toggle

Enter the required information in the BODY field, then tap Done

These Notes will have a date and time attached to them

To add Notes to a Customer file, locate the Customer in the Customer list

Tap EDIT

Scroll down to the Notes section. This areas is used to jot down quick general notes about your Customer:

Enter your notes and tap SAVE

For additional, more specific, date-stamped Notes (for example when noting the hair colour formula used on a specific date), tap on the INFO tab, then on Other Notes / Formulas, then on ADD

Select  from the drop-down menu

Enter the required information in the Notes or Formulas field, then tap ADD

These Notes will appear in the Other Notes / Formulas section of your Customer's file and will be date-stamped. The time-stamp also shows in the web app