Pop-up client notes at booking

Hi everyone, and thank you for the votes and comments on this one — it's one of our most-requested ideas, and we're happy to say it's now in rolling out! 🎉

We know how easily a key detail can slip by when the front desk is busy. Notes live on the client card, but nobody has time to go digging mid-booking — so the one note that really matters can get missed.

When you attach a flagged client to a new booking (or open their existing appointment), their notes will pop up automatically as a must-acknowledge prompt. Your team taps OK to confirm they've seen it before carrying on — so important info gets noticed at exactly the right moment.

You choose who triggers it. Rather than firing for every client (which trains everyone to dismiss it on autopilot), the prompt only shows for clients you've specifically flagged — so it stays meaningful.

Two note types, handled separately. Both client notes and appointment notes can prompt independently, so you can use whichever fits.

No spam. Each team member sees a given prompt at most once per day per client and date, so reopening an appointment won't keep nagging them.

Long notes stay readable. The notes area scrolls neatly within the prompt, so nothing gets cut off.