You can add notes to a client's profile to keep track of any details you need to remember. These notes can be used by shop admins, and won't be seen by the client.
Add client notes
You can add notes to a client profile by clicking their booking time slot, or by searching for the client in your client list, and clicking Notes. Check out this article for help with searching for a client: Search for a client.
View client notes
View notes by searching for the client in the client list, or by clicking on the client's booking on the schedule, and clicking Notes. Clients with notes will have an envelope icon beside their name, on all of their bookings in your schedule.
You can learn more about the different indicator icons in this support article: Show or hide icons in the schedule.
Add client notes on Lightspeed (Vend)
If you have a connected Lightspeed (Vend) account, you can also add notes to a client's profile through your POS device. To add a note on Lightspeed (Vend), tap on the customer's name on their order at checkout, click Edit Customer, and add notes in the Details tab.
You can learn more about customer profiles on Lightspeed (Vend) in this support article: View and edit customer profiles in Lightspeed (Vend).
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