Add notes to clients and appointments

Notes

Notes are rich-text and can live on a client record or on an individual
appointment.

• Pin the notes that should always be visible — pinned notes surface first and stay
  put across appointments.
• Each note records who wrote it; only that staff member can edit or delete it.
• If a staff member is removed, their notes are kept (authorship is simply cleared).

Who can do this

Adding notes requires an account admin. Each note can only be edited or deleted by the
staff member who wrote it. See User roles and permissions.

Tips

• Use client-level notes for standing information (preferences, contraindications) and
  appointment notes for what happened in a specific visit.