A Technical Note is a little different to a General Note.
- A general note is a note that is simply attached to the client
- A technical note is a note that is attached to the client, but also is attached to a specific service they had.
There different methods to add a Technical Note.
Via the Client Menu
- Go to the Clients Menu
- Search the Client’s Name
- Go to the Notes Tab
- Click on Create New Note
- In the note area, write the Note
- Select Technical History
- Optional: Choose a Service from the drop down menu that you want to attach this note to.
- Click on Submit
Via the Calendar
- Go to Calendar Menu
- Select the Appointment
- Click on the Notes Tab
- Press Create New Note
- In the note area, write the Note
- Select Technical History
- Optional: Choose a Service from the drop down menu that you want to attach this note to.
- Click on Submit