Adding notes to a client

Client notes help you keep important details about each client in one place—preferences, injuries, progress, or anything you want to remember for future sessions.

Step 1: Open a client profile

  1. From the left-hand menu, go to Clients
  2. Click on a client to open their profile

Step 2: Go to Notes

  1. Inside the client profile, switch to the Notes tab
  2. Here you’ll see a space where you can add and manage notes for that client.
help-client-notes

Step 3: Add a note

  1. Click button +Add, which will show notes field.
  2. Write your note (e.g., “First session went great, beginner level but learns quickly”)
  3. Click Save. Your note will be saved to the client profile.

Notes are private and only visible to you and your team, helping you deliver a more personalized experience for every client.