You can add notes to a specific appointment or a client in general.
Client notes
A client note is created and seen in the Client Card>Notes. This is the place to write any non-treatment notes.
Appointment notes
An appointment note is connected to the specific appointment e.g. "Might be 5 mins late" and can be seen in the appointment block in the calendar. It is also seen in the Client Card>Notes alongside client notes.
Alerts
Alerts can be added to both appointment and client notes.
Alerts cause the note to pop-up at the desired time e.g. check-in, check-out etc. The user must click to acknowledge and clear the note before continuing. The user can also choose to remove the alert from the note.
Add an appointment note via the LHD
When creating a new appointment (or editing an existing one), enter your note into the Appointment notes field in the Left Hand Drawer (LHD).
Select an Alert if desired.
Click "Save".
Add an appointment note via the Client Card
Open the Client Card and select "Notes" from the top menu.
Click the blue + button at the top left of the screen.
Enter your note and select an Alert if desired.
Click "Save".
TIP : 💡
This could be useful for reminders about Preferences, Missed appointments or perhaps to do with balances or money outstanding.
Some examples of alerts Collums users have:
On check-in - "Client likes tea with milk and two sugars"
On check-out - "3rd party pays for all treatments, don't ask to pay on their way out"
On all (to choose the opportune moment) "On the phone mentioned moisturiser bought 3 months ago, ask how it is and if they need more"