Recording notes for a customer
For each customer you can record what you want to know on their next visit: the colour formula, an allergy or simply how they take their coffee.
Adding a note
1
Open the customer via Customers, or via the appointment (menu ⋯ > 'Open customer card').
2
On the customer card, click 'Add a note'.
3
Type your note and save. The note will be there on every future visit.
Where you find your notes
On the customer card, your notes are on the Overview tab, together with the next appointment and previous visits.
Who sees it
Notes are only visible internally. The customer does not see them, not even in the confirmation email.
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