How do I force notes for a particular service?

This article will explain how to set up that a particular service requires notes to be added when booked

Notes for a service

You have the ability to mark a service as 'notes required'. This is a fantastic feature to use if you wish to force notes for all or certain services. 

How does this work?

If a team member forgets to update the client’s notes after the service has been checked out it will be reported in the appointment dashboard.

To set up notes required for a service go to main Menu > Settings > Services > Details tab > click the Notes required toggle > click Save

You can access the outstanding Notes required through the Appointment dashboard from the top right hand icon:

You will then see a breakdown of clients requiring notes for the service they had, this can be broken down and viewed for today's clients, the last 3 days and the last 7 days. 

For any questions regarding Notes on a client record card please email help@saloniq.com or call 01892 280123 opt.1