Salon Manager Appointments and Diary guide

How to Add and View Client Notes from the Diary

Review existing client notes and add new information directly from an appointment in the Salon Manager diary.

Video walkthrough: viewing and adding client notes from an appointment in the Salon Manager diary.

Quick answer

Open the appointment and select Client Notes

Double-click the client appointment, select Client Notes, review the existing notes, choose Add New Note, type the note, then select OK.

Before you start

Check these details first

Access to the Salon Manager diary
An existing client appointment
Permission to view or update client notes

Step-by-step instructions

How to view and add client notes

Follow these steps to review the note history and add new information from the appointment menu.

1Open the diaryOpen the Salon Manager diary.
2Find the client appointmentLocate the appointment whose client notes need to be viewed or updated.
3Open the appointment menuDouble-click the appointment.
4Find Client NotesLocate the Client Notes section on the right-hand side.
5Open Client NotesSelect Client Notes.
6Review existing notesThe client’s existing notes will appear in the centre of the screen.
7Add a new noteSelect Add New Note on the right-hand side.
8Enter the noteType the new information into the note box.
9Save the noteSelect OK.
10Check the noteOpen Client Notes again to confirm the new note appears in the list.

Useful tips

Keep client notes useful and professional

Keep notes clear, professional and relevant to the client experience.
Use notes for preferences, appointment details, consultation reminders or service information.
Avoid unnecessary personal comments that are not relevant to the salon or clinic service.

Troubleshooting

Common issues and what to check

I cannot see Client Notes

Check that the appointment was opened by double-clicking it. If the option is still missing, review your user permissions.

The note I added is not visible

Make sure you selected OK before leaving the note box, then reopen Client Notes.

I need a note to stay visible on a team member column

Use the process for adding a permanent team member note instead of a client note.

Frequently asked questions

Client note questions

Can I view client notes from an appointment?

Yes. Open the appointment and select Client Notes.

Can I add a note without opening the full record card?

Yes. A note can be added directly from the appointment menu.

Can I print client notes?

Yes. Use the separate guide for printing client notes from the diary.

Offline reference

Download this guide as a PDF

Keep a printable copy for diary users or use it during staff training.

Download PDF Guide

Last reviewed: 16 June 2026.

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