There may be times where a General Note has to be made for a client.

There are different ways to do this.

Via the Client Menu

To do this:

  • Go to the Clients Menu
  • Search for the Client
  • Go to the Notes Tab
  • Click on Create New Note

  • Write the note In the Note Area
  • Select the General Notes Option
  • Then Click on Submit

Via the Calender

  • Go to Calendar Menu
  • Select the client’s Appointment
  • Press Notestab in the appointment pop up menu
  • Click on Create New Note

  • Write the note In the Note Area
  • Select the General Notes Option
  • Then Click on Submit