Skip to main content

Client Notes

Client notes help you keep track of important information about each client, such as payment preferences, project details, or conversation history.

Adding Notes to a Client​

To add a note:

  1. Click on the client's name to view their profile
  2. Scroll to the Notes section
  3. Type your note in the text area
  4. Choose whether the note should be private or public
  5. Click "Add Note"

Private vs Public Notes​

When adding a note, you can choose whether it's private or public:

  • Private notes (Internal) - Visible to all team members in your business, but not shared with the client
  • Public notes - Visible to all team members in your business and may be shared with the client (for example, on invoices or in client communications)

All users with access to your business can view both private and public notes. The distinction is about whether the information is shared externally with the client.

Use private notes for sensitive internal information like payment issues, internal discussions, or strategic considerations. Use public notes for information that's helpful to share with the client, such as project updates or agreed terms.

Viewing Notes​

All notes for a client are displayed in their profile, showing:

  • The note content
  • When it was added
  • Who added it
  • Whether it's private or public

Managing Notes​

You can delete notes that are no longer relevant. Click the menu button (three dots) next to a note and select "Delete".

Best Practices for Client Notes​

  • Be specific - Include dates, amounts, and other relevant details
  • Keep it professional - Notes are business records
  • Use notes for context - Help your future self (and colleagues) understand the client's situation
  • Update regularly - Add notes after important interactions or changes