Use this guide to view existing client notes and add a new note directly from an appointment in the Salon Manager diary. Client notes help your team keep useful client information visible and connected to the appointment record.
Quick answer
To view or add client notes, double-click the client appointment, select Client Notes, review the existing notes, click Add New Note, type the note and click OK.
Before you start
Access to the Salon Manager diary
An existing client appointment
Permission to view or update client notes
Step-by-step instructions
Open the Salon Manager diary.
Find the client appointment whose notes you want to view or update.
Double-click the appointment to open the appointment menu.
On the right-hand side, find the Client Notes section.
Click Client Notes.
Existing client notes will appear in the centre of the screen.
To add a note, click Add New Note on the right-hand side.
Type the note into the note box.
Click OK to save it.
Open Client Notes again if you want to check that the new note appears in the list.
Tips
Keep client notes clear, professional and relevant to the client experience.
Use client notes for useful information such as preferences, appointment details, consultation reminders or service notes.
Avoid adding unnecessary personal comments that are not relevant to the salon or clinic service.
Troubleshooting
I cannot see Client Notes
Check that you have opened the appointment correctly by double-clicking it. If the option is still missing, check your user permissions.
The note I added is not visible
Make sure you clicked OK before leaving the note box, then reopen Client Notes to check.
I need a note to stay visible on a team member column
Use the Add permanent note guide instead of a client note.
FAQs
Can I view client notes from an appointment?
Yes. Open the appointment and select Client Notes.
Can I add a note without opening the full record card?
Yes. You can add a note directly from the appointment menu.
Can I print client notes?
Yes. Use the Print client notes from the diary guide.
Download this guide
You can also download the PDF version of this guide for offline reference.
