In Booxi you can create a different kind of note for each client.

Here are the types of notes you can create or see:

1. A short and quick note

  • Go to the Client tab, and select the client file 

  • Click on Client Details

  • Scroll down to the last section "Quick Note" then you can write your quick note on the customer file

2. A note per appointment

  • Go to the Client tab, and select the client file

  • Click on appointment history and open an appointment

  • Scroll down to the section "Appointment notes" and click on "New notes".

You can also access it directly from the calendar, by clicking on a particular appointment to edit it.

  • Then a pop-up will appear, enter the name of your note and validate

  • Type your note and save it. It will be saved directly on your client file and will appear on the appointment.

Note: You can create this kind of note directly in the client file if you click on "Add a note"

3. Special request

  • Go to the client tab, and select the client file

  • Click on appointment history and open an appointment

  • Scroll down to the section "Special request", here you can see if the customer has a special request or you can enter a special request from the client for this appointment.

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