Managing Clients

Keeping Notes on a Client

Jot down preferences and details only you can see.

1. Open your dashboard, then Clients

   Notes are private to you — the client never sees them.

2. Click “View More” on a client

   The row itself isn’t clickable — View More, on the right, is what opens their full detail view.

3. Add your note, then click Save Note

   Client Notes is one of several sections in their detail view — scroll to find it. Save Note stays disabled until there’s text to save.