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How to add a note for a client

What are Notes

Notes are snapshots that you can leave on a clients profile to remind you on their next visit.

In this lesson, you’ll learn:

How to add a client note.

Step 1 :

Select "Clients"

Step 2 :

Select the client for whom you want to add a note.

Step 3 :

Select the "Add Note" Button

Step 4 :

Follow the steps and input your clients note. Each note you add will stay with the day in which you inputted it.

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