Client Notes are internal annotations attached to a specific client profile. Record preferences, allergies beyond the medical history, client personality notes, communication preferences, or any contextual information that helps your team deliver a more personalised experience.
Как работи
01
Open any client profile and click the Notes tab
02
Type a note and optionally assign it a category: Preference, Alert, or General
03
Set a note as pinned so it always appears at the top of the profile
04
Notes are visible to all staff with access to the client profile unless restricted
Ключови характеристики
Client-Specific Notes
Category Assignment
Pin to Top
Staff Visibility Control
Timestamped Entry
Unlimited Notes
Emoji & Formatting
Search Notes
Професионални съвети
Pin allergy and medical alert notes so they are the first thing any therapist sees
Record client preferences like preferred music, temperature, or therapist to personalise every visit
Use notes to flag communication preferences — some clients prefer text, others email