Notes can be added to a customer account to track important information including injury status, preferences, or ongoing concerns. Notes are only visible to your studio employees.
Add a Note
To add a note to a customer's profile, select Find Customer at the top right of the screen and search for the customer or from the class roster, click the ellipses (...) next to their name > select View Account.
Choose “Notes” from the left side menu.
Click Add Note, enter the note in the pop-up window, and click Save Note.
If adding an injury note, add the injury tag to their account.
Delete a Note
To delete a note, click the ellipses (...) in your note > select Delete. You can only edit and delete notes you've written, regardless of your role and permissions.
