Private Notes and Primary Professional on clients

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.

Screen Shot 2014-11-21 at 17.07.40

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.

Screen Shot 2014-11-21 at 17.08.06

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.

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