Notes help you track your customer's progress. They can even be assigned to purchases for helpful context.

To add one, in the left hand nav, click Customers > Customer List > Search for customer & click their name

From their profile, click Notes > Add note

If you've chosen to add a regular note, you can assign it to a specific purchase by choosing a category, then using the dropdown menu. Or, to leave a stand alone note, use the 'Nothing' category.

If you've chosen to add a SOAP note, you'll find options to tie it to specific Appointment reservations or to create from a template

Afterward, both note types will appear here in the user's profile for reference.