Managing Visit Notes in the Walk-in Manager

Purpose: Notes can record specific client requests or preferences, ensuring their needs are met consistently.
Visibility: Notes are accessible through the Walk-In Manager interface but do not appear in the appointment book view.

Identify the Client:
- In the Walk-In Manager, locate the client on the waitlist.
- Right-click on their name to open the action menu.
Add the Note:
- Select the "Notes" option from the menu.
- Enter the specific details of the client’s request or preference (e.g., "Philip has requested a Grade 3 guard for his haircut").
- Click "Done" to save the note.
Confirmation:
- A note icon will appear next to the client's name, indicating that a note has been added.

From the Waitlist:
- Right-click on the client’s name and select "Notes" to view the attached note.
When Moving Clients:
- Notes remain attached to the client as they are moved within the Walk-In Manager.
- Right-click on the client’s name in their new position to access the note.

Notes in the Walk-In Manager are separate from the Appointment Book, meaning they will not display there but remain accessible within the Walk-In Manager.
Team members should check the notes when preparing for or servicing a client to ensure all preferences are addressed.

The Walk-In Manager allows you to attach notes to individual clients, enabling seamless communication between team members and enhancing the client experience.