Adding Client Notes

Adding Client Notes

1. Click "Clients" from the Sidebar Menu.




2. A list of all of your clients will appear. Click on the client you want to edit.




3. A pop-up will appear. Click "Edit" in the top right of the page.




4. Scroll down to "Additional Information" and select "+Notes". 




5. A pop-up will appear. Enter the Notes information in the respective fields. When you're finished, select the pink "Submit" button at the bottom. 

**PLEASE NOTE: Payment Information cannot be stored in the Notes field. You can only store credit card information in the Payment Information section.




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