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Customer Notes

Learn how to add, edit, organize, and manage notes for your customers to keep track of important information, preferences, and history.

Overview​

Customer notes allow you to store important information about each customer directly in their profile. Notes are perfect for tracking preferences, special requests, important reminders, or any other information that helps you provide better service.

Accessing Customer Notes​

  1. Open the customer you want to add notes to
  2. Click on the Notes tab
  3. You'll see all existing notes for that customer (if any)

Adding Notes​

Creating a New Note​

  1. Navigate to the Notes tab
  2. Click the "Add Note" button at the top right
  3. A text area will appear at the top of the notes list
  4. Type your note in the text area
  5. Click "Save Note" to save

Tip: Notes are saved immediately and appear at the top of the list.

What to Include in Notes​

Customer notes are useful for:

  • Preferences: "Prefers morning appointments", "Likes quiet environment"
  • Allergies or Sensitivities: "Allergic to certain products", "Sensitive skin"
  • Special Requests: "Always wants same stylist", "Needs extra time"
  • Important Reminders: "Follow up about package deal", "Check in after treatment"
  • History: "First-time customer", "Returning after 6 months"
  • Communication: "Prefers email over phone", "Speaks English and Dutch"

Example Notes:

  • "Customer prefers appointments before 2 PM"
  • "Allergic to fragranced products - use unscented only"
  • "Very satisfied with last haircut - wants same stylist next time"
  • "Interested in package deals - follow up next visit"

Managing Notes​

Editing Notes​

  1. Find the note you want to edit
  2. Click the pencil icon (✏️) button
  3. The note will switch to edit mode (text area appears)
  4. Modify the text as needed
  5. Click the checkmark icon (✓) to save your changes

Note: Changes are saved automatically when you click the checkmark.

Deleting Notes​

  1. Find the note you want to delete
  2. Click the trash icon (🗑️) button
  3. Confirm the deletion in the popup dialog

Warning: Deleting a note cannot be undone. Make sure you want to remove it before confirming.

Reordering Notes​

You can change the order in which notes appear:

  1. Find the note you want to move
  2. Click and hold the grip handle (⋮) on the left side of the note
  3. Drag the note up or down to the desired position
  4. Release to drop it in the new position

Tip: Notes are automatically saved in their new order. You can organize them by importance, date, or topic.

Notes Display​

Notes List​

The notes table shows:

  • Grip Handle (⋮) - Drag to reorder notes
  • Note Text - The actual note content
  • Date/Time - When the note was created (format: DD-MM-YYYY HH:MM)
  • Actions - Edit and Delete buttons

Notes Summary (Sidebar)​

On the customer detail page sidebar, you'll see:

  • A preview of the first 5 notes
  • Each note is truncated to 50 characters
  • Shows "And X more..." if there are additional notes
  • Click on the Notes tab to see the full list

Best Practices​

Note Content​

  • Keep notes concise but informative
  • Use clear, descriptive language
  • Include relevant dates when applicable
  • Update notes when information changes

Note Organization​

  • Use the most important notes at the top
  • Group related information together
  • Remove outdated notes regularly
  • Keep notes current and relevant

Privacy and Compliance​

  • Only include necessary information
  • Be mindful of privacy regulations
  • Don't include sensitive personal data unless necessary
  • Keep notes professional and appropriate

When to Add Notes​

  • After customer interactions
  • When customers mention preferences
  • When important information is shared
  • For follow-up reminders
  • To track customer history

Note Examples​

Good Notes:

  • "Prefers Sarah as stylist - always book with her"
  • "First visit - very satisfied, wants to book again"
  • "Allergic to hair dye - use natural products only"
  • "Follow up about wedding package in 2 weeks"

Notes to Avoid:

  • Personal information not relevant to service
  • Negative comments that aren't constructive
  • Information that should be in medical records (for health services)
  • Outdated information that's no longer relevant

Tips​

  1. Add Notes Promptly: Write notes soon after interactions while details are fresh
  2. Be Specific: Include enough detail to be useful later
  3. Stay Organized: Use consistent formatting and organization
  4. Review Regularly: Periodically review and clean up old notes
  5. Respect Privacy: Only include information relevant to providing service