Client notes

The Notes tab on the client profile keeps everything the team should remember — and keeps a record of every change. Notes are saved with your name and the date, and nothing is ever destroyed: edits keep their previous versions, and deletes are soft.

Three kinds of note

• Note — the default: what happened, what was discussed, what the client mentioned.
• Preference — how they like things ("no small talk", "always cool water").
• Alert — must-see information, shown with a warning chip ("⚠ Alert") — allergies, payment issues, anything staff must not miss.

Writing a note

Type into the composer and pick options as needed:

• Photo — attach an image, like inspiration the client sent.
• Expires — a date after which the note prompts for review: "Expired {date} — still accurate?" with Keep / Remove. Good for temporary situations.
• Pin — surface it on the Overview tab.
• Visibility — Whole team (default) or Only me for a private note only you can see. You can flip a note between the two later.

Pinned notes

Pinned notes appear in a Pinned notes card on the client's Overview tab, so the most important context is visible without opening the Notes tab. Pin the things everyone should see before the client walks in; unpin when they stop being relevant.

Finding notes

Search covers note text, authors, and visits, with a filter for note kind. Long lists stay manageable — pinned notes stay on top.

Edit history

Editing a note keeps its previous versions. An edited note shows "edited {date}" with a show history disclosure listing each prior version, its editor, and when. What was said — and what it said before — is always reconstructable.

Deleting

Deletes are soft: the note moves to a Deleted section ("kept for the record — deletes are never destructive") showing who deleted it and when, with a Restore action. Alerts get an extra-cautious confirmation, since they're often load-bearing.

Where to go next

• The client profile tabs — where Notes sits in the profile.
• Client intake forms — structured health and consent data, as opposed to free-form notes.