Always stay in the loop with your team by utilizing our internal notes feature. These notes are privately shared within your team to provide a network of information about important details of a customer, their order, and even an upcoming appointment.
Areas where you can view and add these notes:
Order Edit Page
1. From the Dashboard, navigate to Orders under General.
2. Select the Order that you want to add a note to.
3. Proceed to the Internal Note Section.
4. Hit Save Notes after adding your Internal notes.
Customer Edit Page
1. From your Dashboard, navigate to Customers under general.
2. Choose the customer and click Edit.
3. Look for the Internal Customer Notes Section and Insert your Notes
4. Hit Update Internal Customer Notes to apply
Listing Page
Pro Tip: You can tell if a team member added a note to a customer, a purple text box will appear to signal that there is a note attached. (Check out the image below to see!) If you wish to edit it, you can do so by clicking on Edit Notes! Check out the GIF at the bottom.
