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Adding notes in the Walk-in Manager
Adding and managing notes for walk-in visits is straightforward and helps ensure clear communication and record-keeping for specific visits. Here's a step-by-step guide:
Adding a Note to a Walk-In Visit
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Locate the Client:
- Navigate to the client whose visit you want to add a note to.
- Right-click on the client's entry and select Notes.
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Select the Service:
- Choose the specific service for which you want to add a note.
- Notes are tied to that particular service for the specified visit.
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Enter the Note:
- Type the note into the designated field.
- The note will appear in yellow, clearly visible for reference.
Note: These notes are visit-specific and will not be saved to the client's customer card. They apply only to the service for that day.
Viewing and Deleting Notes
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To View a Note:
- Right-click on the client entry, select Notes, and the note will be displayed.
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To Delete a Note:
- Select the specific note and press the Delete button.
- Alternatively, use the Delete All option to remove all notes from all services for the visit.
Key Takeaways
- Notes are temporary and specific to individual visits.
- They provide a clear way to document information about services on the day of the visit.
- Deleting notes is simple and can be done individually or in bulk.