At a Glance
Notes let staff record useful information against a client or appointment — preferences, reminders or context — so the whole team works from shared knowledge. ClinicSoftware.com keeps notes on the record, visible to the staff who need them.
What are notes used for?
Notes capture anything worth remembering about a client or appointment, from preferences to internal reminders. They keep the team informed. ClinicSoftware.com stores them on the record.
How do notes help service?
When any team member can see a client's notes, service stays personal and consistent no matter who the client sees.
Frequently Asked Questions
What are notes used for?
Recording useful information against a client or appointment, from preferences to reminders. ClinicSoftware.com stores them on the record.
How do notes help service?
Any team member can see them, so service stays personal and consistent.
Are notes visible to all staff?
Visibility follows role, so the right staff see them.
Where do notes appear?
On the client's record and against the relevant appointment.
How It Works in ClinicSoftware
01
Add a note to a client or appointment
02
Capture preferences or reminders
03
Share with the right staff
04
Work from shared knowledge
Client Notes are internal annotations attached to a specific client profile. Record preferences, allergies beyond the medical history, client personality notes, communication preferences, or any contextual information that helps your team deliver a more personalised experience.
How It Works
01
Open any client profile and click the Notes tab
02
Type a note and optionally assign it a category: Preference, Alert, or General
03
Set a note as pinned so it always appears at the top of the profile
04
Notes are visible to all staff with access to the client profile unless restricted
Key Features
Client-Specific Notes
Category Assignment
Pin to Top
Staff Visibility Control
Timestamped Entry
Unlimited Notes
Emoji & Formatting
Search Notes
Pro Tips
Pin allergy and medical alert notes so they are the first thing any therapist sees
Record client preferences like preferred music, temperature, or therapist to personalise every visit
Use notes to flag communication preferences — some clients prefer text, others email