How to Record a Client Note
This article covers how you can create client notes from the client card.
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.
Step 2: Locate Client Notes
"Client Notes" is the middle icon located at the top right side of the page.
Step 3: Add Note
To enter a note on the client card, type the note in the designated field and press the Enter key on your device to record it.
You can also view any appointment-related notes created in the Calendar when an appointment is booked. However, you can only add client notes from the client card.
By following these steps, you will be able to record a client note.
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.