Notes, allergies and warnings

Notes travel with the client. An allergy or warning note is flagged wherever the client appears, so the whole team sees it.

Who can do this: Everyone
Where to find it: Dashboard > Clients > a client > Notes

Step 1: Open the client and press the Notes tab.
Step 2: Press Add note.
Step 3: Choose the type: general, allergy, preference or warning.
Step 4: Write the note and press Save.
Step 5: Pin a note to keep it at the top of the record.

Check it worked: The note shows on the record, and an allergy or warning shows a flag on the client's bookings.

Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.