Keep track of client preferences, allergies, and internal notes with secure, private memos.
Adding memos to client files
- Go to Clients, then select the client
- Go to Memos, then click New Memo
- Enter a Memo Title, Memo Description, and Remind me about this memo...
- When done, click Save & Close
📱 Using the app?
- Tap the menu icon and select Clients
- Search for and select the client
- Under "Files & Settings", tap on Memos
- Tap on the plus sign to add a new memo
- When done, tap on Add Memo
Adding memos to appointments
- Go to Calendar, then open (or begin scheduling) the appointment
- Click the add (+) button in the upper right corner, next to the Memo tab
- Enter a Memo Title, Memo Description, and Remind me about this memo...
- When done, click Save & Close
📱 Using the app?
- From the Calendar, tap on the appointment
- Tap on the client's name
- Under "Files & Settings", tap on Memos
- Tap on the plus sign to add a new memo
Viewing memos
- Go to Calendar, then open the appointment
- Click Memos in the upper right corner
📱 Using the app?
- From the Calendar, tap on the appointment
- Under "Notifications", tap on Memos
Editing memos
- Go to Clients, then select the client
- Go to Memos, then click the appropriate Memo Title
- Make any changes, then click Save & Close
📱 Using the app?
- Tap the menu icon and select Clients
- Search for and select the client
- Under "Files & Settings", tap on Memos
- Tap the memo you want to edit
- Make any changes, then tap Update Memo
Deleting memos
- Go to Clients, then select the client
- Go to Memos, then click the appropriate Memo Title
- Click Delete Memo in the bottom left
- Click Delete to confirm deletion of the memo