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
Kundennotizen sind interne Anmerkungen, die einem bestimmten Kundenprofil zugeordnet sind. Sie dienen dazu, Vorlieben, Allergien jenseits der Krankengeschichte, Persönlichkeitsmerkmale des Kunden, Kommunikationspräferenzen oder kontextbezogene Informationen festzuhalten, die Ihrem Team helfen, ein persönlicheres Erlebnis zu bieten.
Cómo Funciona
01
Abra qualquer perfil de cliente e clique na aba Notas
02
Escribe una nota y opcionalmente asígnale una categoría: Preferencia, Alerta o General
03
Épingler une note pour qu'elle apparaisse toujours en haut du profil
04
As notas são visíveis para todos os funcionários com acesso ao perfil do cliente, a menos que restritas
Características Clave
Notas Específicas del Cliente
Kategoriezuweisung
Fixar no Topo
Contrôle de la visibilité du personnel
Entrée horodatée
Notas Ilimitadas
Emoji & Formatierung
Search Notes
Profi-Tipps
Fixar notas de alergia e alertas médicos para que sejam a primeira coisa que qualquer terapeuta veja
Record client preferences like preferred music, temperature, or therapist to personalise every visit
Usa notas para marcar preferencias de comunicación — algunos clientes prefieren mensajes de texto, otros correo electrónico