Client notes can be added during or after an appointment directly in the client file, in the image gallery, or with internal forms.
For important notes about your clients, you can add it directly to the client file.
Open up their file and scroll down to the Activity section
Click on "Add new note" and start typing your note
You will also have the option to add or take a photo, which will automatically upload to the client's image gallery with the written note
<aside> 💡 Notes and images are private and not visible to your clients.
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Your client's image gallery is great for before and after photos, lash mapping, or any visual references. To start an image gallery in a new file, open your client file and tap "EDIT" in the upper right.
On this screen, tap the "+" square to add their first image. Their image gallery will be created after this and you can edit it from the main client file screen. To reopen their image gallery, tap on the image itself:
To delete or save a photo from the client's file, simply hold down on the photo and select the option.
If you often take specific notes which are repeated for every client, we recommend creating internal forms. They can be attached to a client's file by going to the FORMS tab, clicking on the plus symbol, and selecting your internal form. Your forms can be viewed, edited, or saved at any time.