To get started using this feature, navigate yourself to the “Clients” page.  Click on a client from your client list.  You will now notice a new button called “notes”.

New client notes button.

Click this button and you will see a popup where you will be able to enter in your client notes.  These notes are just for yourself, so feel free to put anything here you need to keep track of your clients and their preferences.  Other ways to use this field could be to keep color formulas, preferences, etc..

Enter your client notes here.

Click “Save Notes” and you will get a “Saved” confirmation.  You have now saved your note and can click “Close” to close this window.  Now that you are taking notes about your clients, your going to need an easy way to view this information.  This is where “Client Quickview” can help you.  Navigate yourself back to the main Scheduling screen.  Select a day from the date picker that you know has a client that you have taken notes for.  Notice now on the right hand side of the screen, there are little contact book icons next to each booked appointment.

New Client Quickview icons let you see your client info.

Clicking this icon will launch the “Client Quickview” dialog box.  This is going to give you all phone numbers on file for the client, as well as any notes you may have taken about your client.  Check these before each appointment to give yourself a reminder about each client and their past appointments.

The new Client Quickview window give you info about your clients appointment.

We hope you enjoy these new features.

Enjoy!