Keep everything documented

Create rich text notes attached to clients, projects, tasks, and appointments.

Notes Basics

Attach notes to any record for easy reference.

: Notes let you create rich text documentation attached to clients, projects, tasks, or appointments. Use notes for:

Design ideas and concepts

Client preferences and skin conditions

Session planning and preparation

Reference material organisation

Any information you want to keep with a specific record
: Navigate to the entity you want to attach a note to (client, project, task, or appointment)

Find the Notes section

Click Add Note

Enter a title and your note content using the rich text editor

Save

Rich text editing and file attachments for comprehensive documentation.

: The rich text editor supports:

Bold, italic, and ~~strikethrough~~ text

Headings (H1, H2, H3)

Bulleted and numbered lists

Links to external resources

Code blocks for technical notes

Blockquotes
: Yes. Notes support file attachments:

Open a note for editing

Click the attachment button or drag files into the editor

Upload images, PDFs, or other documents

Files are embedded in or linked from the note

Attachments are stored securely and encrypted.

Search, filter, and access notes contextually.

: Access notes in multiple ways:

Notes Section – View all notes with search and filtering

Entity View – See notes attached to a specific client, project, task, or appointment

Search – Find notes by title or content
: Yes. Your personal notes are only visible to you. In studio context:

Notes can be shared with the studio based on your permission settings

You control whether studio members can see your notes

Studio-created notes are visible according to member visibility settings
: Notes are organised by what they're attached to:

View all notes for a specific client

See project-related notes together

Access notes linked to upcoming appointments

The contextual organisation ensures notes are always available where you need them.