There may be times where a General Note has to be made for a client.
There are different ways to do this.
Via the Client Menu
To do this:
- Go to the Clients Menu
- Search for the Client
- Go to the Notes Tab
- Click on Create New Note
![](https://clientdiary.com/wp-content/uploads/2021/12/Create-new-note-1024x530.png)
- Write the note In the Note Area
- Select the General Notes Option
- Then Click on Submit
![](https://clientdiary.com/wp-content/uploads/2021/12/Create-new-note-2.png)
Via the Calender
- Go to Calendar Menu
- Select the client’s Appointment
- Press Notes tab in the appointment pop up menu
- Click on Create New Note
![](https://clientdiary.com/wp-content/uploads/2021/12/Add-note-on-Calendar-1024x562.png)
- Write the note In the Note Area
- Select the General Notes Option
- Then Click on Submit
![](https://clientdiary.com/wp-content/uploads/2021/12/Create-new-note-2-1.png)