Making Notes
Inspire has a variety of ways for you to keep notes regarding clients, appointments and services.
Service Notes
Service Notes are specific to the type of service received. Each service has its own service note space available with the option to add photos or create a side by side photo from the Appointment Detail or Client Card > Services tab. Service Notes can be added in three locations:
- Appointment Detail: Click on an appointment and then the note icon next to the service list.
- Check Out: Click on the service name from the receipt and the pop up offers a service note field.
- Client Card: If an appointment is Checked In, go to Client Card > Service Tab and click the note icon to add.
To view past Service notes, go to Client Card > Service Tab. Click the note icon.
Service Note Example: Color Formula “2 oz 5N w/ 20 vol for 45 min” or “Sensitive Skin”
Appointment Notes
Appointment Notes are specific to a single client visit. During any booking process, there will be a note field.
To view or update the note on:
- Appointment Detail: Click on an appointment and the Note field appears under the ticket #.
- Appointment List: Click on the Note icon next to the appointment in the appointment list below the booking calendar
Appointment Note Example: “May be running 5 minutes late” or “Curious about Brazilian blowouts.”
Client Notes
Client Notes are specific to the client’s preferences. This information, found on the client card, is helpful to the front desk as well as all service providers.
- Client Card: View notes in the top summary area under the client’s personal information. Edit them on the Client Info tab in the Notes field.
Client Note Example: “Likes black coffee, has 2 dogs” or “Enjoys long scalp massages”
Related Articles
Where do I put service notes?
Service Notes can be added in these locations: Appointment Detail Card: Click on an appointment, then select the note icon next to the service. Check Out Screen: Click the service name from the ticket, enter your note in the section under the price, ...Where do I put appointment notes?
Appointment Detail: Click on an Appointment and the Note field appears under the ticket number. Appointment List: Click on the Note icon next to the appointment in the appointment list below the booking calendar. Appointment Note Example: “May be ...Worker App - Service Notes
How can I add Service Notes from the Worker App? Go to Appointments Click on the -> (Arrow Icon) next to the Service Name Enter Service Notes into the Service Notes field Click Upload Photos or Create Side-by-Side (optional) to attach photos to the ...How can workers only see their service notes and no one elses?
A setting is available to allow workers to only see their service notes and no other workers. To enable the setting, follow these steps: Go to Setup > Setup Worker Details Enable the checkbox for View Only My Service Notes Click Save When enabled, ...How do I add a client to the waiting list?
Go to Appointments Click the Waiting List button Click +New Search for a client or click (+) to add a new client Select an Appointment Date Range Select Worker & Service combinations Enter notes in the notes field Click Save