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Use our range of help guides to learn everything you need to hit the ground running!

How do I add Notes to a Customer file?

To add Notes to a Customer file, locate the Customer in the Customer list

Tap the Action Icon, then tap Edit Customer

This areas is used to jot down quick general notes about your Customer

Tap on the Notes field, enter the required information, then tap Save

The Other Notes / Formulas button allows you to include additional time-stamped notes, for example when noting the hair colour formula used on a specific date

Tap Other Notes / Formulas, then tap the '+' icon

Select if this is a Note or Formula using the toggle

Enter the required information in the BODY field, then tap Done

These Notes will have a date and time attached to them

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