Adding and Managing Client Notes

What are Client Notes?

Client Notes provide information on a client that are viewable in the client profile and that can be made to pop-up in Meevo at time of booking, on check-in, or at check-out/ring-up in the register. These notes can relay important information about a client to other employees.

What is a Private Client Note?

When a Client Note is marked Private, it can only be viewable from Clients > Notes.

You can control who can manage private notes via the Security Administration security keys under Data > Client > Notes; these keys control the adding, editing, deleting, and viewing of Private Client Notes.

To add, edit, or delete a Client Note

  1. There are several ways to get to Client Notes :
  • From the client profile, select the Notes tab.
  • From the Appointment Book Smart Assistant, select Client Notes.

  1. From within the Notes tab:

To add a noteTo add a note

  1. Select to display the Add Note window.

  1. In the Notes field, enter details about the client.
  2. Select Private to make this a private Client Note.
  3. Only display at this location: Limits viewing of this note to only this location. This setting ensures privacy of the note in the event that Central Office exposes Client Notes to other locations.
  4. Beside Display Note, choose when the note should be displayed in Meevo: When booking an appointment, On check-in, or In the register.
  5. Select Save to save the new note to the client's profile.

 

To edit a noteTo edit a note

  1. Select Edit below the note you wish to edit. The Edit Note window appears.
  2. Make your changes.
  3. Select Save to save your changes.

To delete a noteTo delete a note

  1. Select Delete  below the note you wish to delete. A confirmation message appears.
  2. Select Yes to delete the note.