Adding Notes to Customer Profiles
Internal customer notes let your team track preferences, allergies, special requests, or other private information about clients. You can attach up to 6 photos to a note to keep visual references such as color formulas or style photos. Notes and their attachments are only visible to your salon staff and never to customers.
Where to add notes
You can add notes from two places:
Customers page — Select a customer row to open the Customer Details panel, then click the Add client notes link in the Notes section
Calendar booking — Click any booking to open the Booking Details drawer, then click View all client notes in the Notes block
Both open the same Client notes overlay where you can view and manage all notes for that customer.
Adding a note with photos
Attach up to 6 photos per note from two controls that share the same limit: Attach photos for images already on your device, and Take photo to capture a new one with your device's camera. The upload area shows Up to 6 photos.
Open the Client notes overlay from either location above
Type your note in the text field labeled Add a note about this client…, or leave it empty for a photo-only note
Click Attach photos to select existing images, or Take photo to capture a new one
Each photo uploads automatically and shows its filename with a progress percentage and bar
Click Save when every photo shows 100%
A note with at least one photo can be saved without any text. While an upload is still running, Save is disabled and submitting shows Photos are still uploading.
The note appears immediately at the top of the list with your name and timestamp. Attached photos are shown as thumbnails and can be opened to view the full image.
Supported photo formats and limits
Only image files are accepted. Supported formats are:
.jpg and .jpeg
.png
.webp
.heic
Each photo must be smaller than 10 MB. You can attach up to 6 photos per note.
If a photo fails, the upload area shows the reason in red under the selected photos: Photo is too large. for files over 10 MB, Unsupported photo type. for formats outside the list above, or Too many photos. when you go past 6. Save stays disabled until you fix the errors, and submitting anyway shows Fix photo upload errors before saving.
If a save fails after the uploads finished, you see Could not save the attached photos. and your selected photos stay in place so you can try again.
Previewing and removing photos
Click a saved photo's thumbnail to open it full screen. Close the preview with the X button in the top-right corner or by clicking outside the image.
Delete a photo from the thumbnail itself, not from inside the preview. On a computer, hover over the thumbnail (or focus it with the keyboard) and click the trash icon in its top-right corner, labeled Delete photo. On a phone or tablet, tap that same icon. Confirm the deletion when prompted and the photo is removed from the saved note. If the deletion fails, you see Could not delete right now. Please try again.
While you are creating a new note, you can click Remove selected photo next to any uploaded image to delete it before saving.
Editing and deleting notes
To edit a note, click the pencil icon next to it. Make your changes and click Save or Cancel to discard.
To delete a note, click the trash icon and confirm when prompted. Deleting a note removes its text and all attached photos.
Where notes appear
The most recent note shows in:
The Customer Details panel (Notes section)
The Booking Details drawer (Notes block, below booking notes)
To see the full history, click View all client notes to open the notes panel.