Appointments guide
How to Add and View Client Notes from the Diary
Review existing client notes and add new information directly from an appointment in the Salon Manager diary.
Video walkthrough: viewing and adding client notes from an appointment in the Salon Manager diary.
Quick answer
Open the appointment and select Client Notes
Double-click the client appointment, select Client Notes, review the existing notes, choose Add New Note, type the note, then select OK.
Before you start
Check these details first
Access to the Salon Manager diary
An existing client appointment
Permission to view or update client notes
Step-by-step instructions
How to view and add client notes
Follow these steps to review the note history and add new information from the appointment menu.
Useful tips
Keep client notes useful and professional
Keep notes clear, professional and relevant to the client experience.
Use notes for preferences, appointment details, consultation reminders or service information.
Avoid unnecessary personal comments that are not relevant to the salon or clinic service.
Troubleshooting
Common issues and what to check
Frequently asked questions
Client note questions
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. A note can be added directly from the appointment menu.
Can I print client notes?
Yes. Use the separate guide for printing client notes from the diary.
Offline reference
Download this guide as a PDF
Keep a printable copy for diary users or use it during staff training.
Last reviewed: 16 June 2026.
