Pop-up client notes | Desktop Client Card

Pop-up client notes

gathering feedback

Sam Pruski

I'd love the ability to check a box that makes client notes pop up in various situations. (like checking out directly from the calendar screen, client search screen, etc.) so that it's not required to open the client/appointment card every single time i want to see a yellow highlighted message. more urgency

Tomás de Vasconcellos

Pinned

Thanks for the feedback everyone! We are looking into this, on how to surface Client Notes so you don't miss them. We're weighing on showing all the client notes (where you typically write these notes), or a specific place with limited characters where anything you write there will pop-up.

To make sure we design this right (and don't clutter your screen with long pop-ups), I’d love to know:

The "Critical" vs. "Nice to Know" split: Are you needing the pop-up for warnings (e.g., “Allergic to something”, “Deposits only”, “This client needs more time on specific service” ) or for relationship info (e.g., “Likes coffee”, “Ask about her dog”)?
Length check: On average, are your client notes usually short (1-2 sentences) or do you keep a running history in there (paragraphs of text)? (Context: We want to ensure a pop-up doesn't cover your whole calendar if the majority of client notes tend to be long.)
The "When": When is the most painful moment of missing this note prompt? (during the booking call on the phone, during Check-in, or any other specific moment?)

Brett Sauder

I would like to pop up notes to be for critical notes, such as warnings like: don’t book this client she never shows, must take a deposit. Need more time has a lot of hair, always late etc. 
This definitely should be done at time of booking. 
I suppose there could be different types of notes we could select when they pop up such as critical notes where they would show up during the booking process and maybe nice to know notes where it might be better at check-in

Hair Spa

Nicht die Kundennotiz verwenden. Wir haben in den Kundennotizen unseren gesamten Rezeptur und Behandlungsablauf jedes Termins. Das ist quasi unsere Kundenkartei. Da in den anderen Feldern hierfür zu wenig Platz ist.

Hazel Sibbald

I think this is being over thought, we just need a pop up input field, anything in that field (ie not blank) pops up at booking AND Check in. I would imagine a couple of sentences is enough

Roslyn Docherty

I like the option for a note to pop up at the point clients are booking to warn of a regular no show client and a deposit or full payment must be taken. Also for clients that are always late so we can try to mange them to get to their appt on time

Terri Horch

Thank You for finally listening! This is such a huge need and the way we communicate with the front desk. We are missing so much information. These POP-UPs should be for CRITICAL notes - a couple sentences. And there should be 3 different kinds... BOOKING Pop-Ups for critical information needed when Booking - example "Needs extra time" - or "Don't book with...". Then need CHECK-IN Pop-Ups for critical information when the client arrives - example: "Needs to sign Paperwork" - or "Please tell client.... " and then CHECK-OUT Pop-Ups for critical information when the client is checking out- example "Please Collect Amount On Account" - or "Please Use Credit On Account". There used to be POP-UP's that you had to actuallly click off - which forced whoever was booking, checking in or checking out to READ the critical information.

Stacey Holmes

A pop up if a problem client or needs deposit

Amber O'Grady

1- Critical Info like allergies. 
2- 1-2 sentences
3- on appointment screen, needs to be visable on appointment creation AND remain visable on appointment screen linked to there services booked. (Near their name)

Jan Hill

Pop up, can be unchecked, critical info only, would prefer it is dated so it can be unchecked or deleted if no longer valid.

Ian .

I agree with Sam that availability would be a huge asset, as we often use the 2 other Notes facilities. Keep it simple, effective and efficient.

Kara Steuer

Critical notes, especially cancellation policy needs. Typically only a few sentences. We would want them available any time the guest's profile is opened on the appointment screen so it is not missed. So during booking, checkout, check in etc.

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