Keep customer notes

Notes help provide personal service.

Add note

Open customer profile

Go to Notes tab

Click + Add note

Type your note

Save

What to note?

Preferences

• "Prefers soft music"
• "Likes to chat"
• "Keep quiet please"

Service

• "Allergic to latex"
• "Sensitive cuticles"
• "Natural nails only"

History

• "First visit from Salonized"
• "Received discount code"

Automatic notes

Automatic notes are created for:

• First booking
• Cancellations
• Reviews

Note privacy

Notes are:

• ✅ Only visible to your team
• ❌ Not visible to customer
• ❌ Not in emails