Adding Notes and Reminders to a Client's Record and Appointments (Mobile)

Notes and Reminders can be added to a client's record and reviewed at any time moving forward. There are three ways to add and record notes and reminders about a Client. 

• You can add information that displays only within the Notes section of the Client's record. 
• You can add information that displays within the Notes section and on all appointments for the Client. 
• You can add information that displays only on a specific appointment for the Client. 

To add information that displays only within the Notes section of the Client's record:

1. Tap the main menu in the upper left corner of the app.
2. Select Clients to open your list.
3. Search for and select the Client to open their record. 
4. Select the Notes tab.
5. Enter information in the Notes text box (top box). 
6. Select Save to record the information. 

Note: Information added by the Business is for internal use only and is not available to the Client.

To add information that displays within the Notes section and as a reminder on all appointments for the Client:

1. Tap the main menu in the upper left corner of the app.
2. Select Clients to open your list.
3. Search for and select the Client to open their record. 
4. Select the Notes tab.
5. Enter information in the Comments or Reminders text box (bottom box). 
6. Select Save to record the information. 

Note:

• Appointments containing a reminder will be indicated by this icon [] in the desktop version of MassageBook, and by this icon [] in the MassageBook Manager mobile app.
• Information added by the Business is for internal use only and is not available to the Client.

Information added here also displays within the Reminders section for all appointments that the Client has on the Schedule until it's updated or deleted. Information added or edited within the Reminders section of an appointment updates in the Notes section of the Client's record as well. 

To add information that displays only on a specific appointment:

1. Tap the main menu in the upper left corner of the app.
2. Select Schedule. 
3. Locate the appointment. 
4. Select the appointment block to open the menu. 
5. Select the pencil icon to edit. 
6. Select More. 
7. Enter information in Notes.
8. Select Apply. 
9. Select Save to record the information and to return to the Schedule. 

Alternatively, you can select More when booking a new appointment to add information.

Note:

• A text box icon [] on an appointment block denotes that the Business added information to the appointment or that the Client left a note during online booking. Select the appointment block to view the information.
• Information added by the Business is for internal use only and is not available to the Client.

View the Desktop Directions here: Adding Notes and Reminders to a Client's Record and Appointments.