Customer notes
Threaded notes on the customer profile keep visit context with the person - not in a shared inbox. Open any customer and choose the Notes tab.
Add a note
- Open Customers, select a profile, then open Notes.
- Choose Add note, write the body, optionally Pin to top, and Save.
- Notes show author and timestamp. Owners and managers can Delete a note when it should not stay on file.
Desktop notes are internal by default. On the staff mobile app you can mark a note Visible to customer when the client should see it in their portal context.
Tags and pinning
- Pin important clinical or preference notes so they stay above the timeline.
- Tag notes from My Lists → Tags (entity type Notes) when you filter or audit later.
What notes are not
| Kind | Where it lives |
|---|---|
| Timeline notes | Customer Notes tab (this guide) |
| Medical notes / allergies | Customer profile edit fields |
| Session / progress notes | Progress check-in reviews under performance metrics |
Use the right surface so clinical history, day-to-day comments, and metric check-ins do not collide.