Add or View Client Notes in the Point of Sale

It could be useful to keep notes on a client's file in order to offer a enhance service the next time they come to or call your business. You could keep a note on something the client especially likes, if the client has challenges to communicate or if it is a very special client to your business, for example.

In the Point of Sale, you can add a note to the client's file by clicking the blue pencil icon next to the Client name.

Click on the Notes tab.

Private notes could be used to keep track of previous conversations with a client or an unpleasing behavior.

Note to show when opening sale is particularly interesting because it can attract your attention to something as soon as you open the sale for this client with a pop-up warning in red. It can be about a specific preference.

When you open the Point of sale and select the client, the note will be shown in pink at the top of the screen.