You can now write notes on clients and on appointments that are private to your business or clinic.
You can also assign a primary professional on clients and how the client was referred.
To modify the appointment notes, click on a client appointment and on the Notes tab. You will also see the client notes, primary professional and reference in read-only.
To modify client notes, the primary professional or the reference, go in the client details on the left panel and look under the Notes section.
The client list can also be filtered with the primary professional. A new client booking an appointment will get automatically assigned to the professional. Imported clients will also automatically get assigned to the professional doing the importation.