How to: View & Add Client Notes in the Online Portal
Login to your Online Portal
- Click Customers in the side menu
- Click on the client that you wish to add a Client Note to
- Under Client Notes:
- View existing Client Notes
- Add a Note
- Click + Add Note to save the note
How to: View & Add Client Notes in the Online Calendar
Login to your Online Calendar
- Click on the appointment of the client who you wish to view the Client Note
- Click the drop down arrow in the Client Notes section
- Under Client Notes:
- View existing Client Notes
- Add a Note
- Click + Add Note to save the note
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