Customers: How do I add Notes to a Customer file?

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


Tap EDIT


Scroll down to the Notes section. This areas is used to jot down quick general notes about your Customer:


Enter your notes and tap SAVE

For additional, more specific, date-stamped Notes (for example when noting the hair colour formula used on a specific date), tap on the INFO tab, then on Other Notes / Formulas, then on ADD


Select  from the drop-down menu


Enter the required information in the Notes or Formulas field, then tap ADD

These Notes will appear in the Other Notes / Formulas section of your Customer's file and will be date-stamped. The time-stamp also shows in the web app


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