From the cloud software website, click the Clients Icon.

Select a client from the list to modify.

Click the Notes tab at the top right.

You can enter and save a new note or view/edit/delete older notes down below.

If you wish to have the note pop up when creating an appointment, check the box Show note as Pop-up

Open an existing appointment for the client and click on Appt Details.

Click Notes under the client's email line to view or enter client notes.

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​ Pop-up Notes
1. If you have selected to have a note pop-up, it will do so when entering the client's information to an appointment from the appointment book.