Add/edit/delete client notes

Goal: Keep private notes about clients (preferences, goals, important context).

Where: Clients → select a client → Notes section.

Steps

1. Go to Clients and open a client profile.

2. Find the Notes section.
3. Click Add note and write your note.

4. To update, choose Edit on an existing note and save.

5. To remove, choose Delete and confirm.

Notes

Keep notes professional and relevant. Avoid storing sensitive information you wouldn’t want on record.