How to Edit a Client Note

This article covers the steps on how to edit a client note.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Client notes _5

Step 2: Locate Client Notes

"Client Notes" is the middle icon located at the top right of the page.
Client notes_6

Step 3: Edit Client Note

Hover over the note that you would like to edit and the Edit icon will appear.
Client notes_7
Edit the note and save the updated changes.
Client notes_8
By following these steps you will manage to successfully edit any client notes.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.