Notes, allergies and POS alerts

Add a note

1. Open the customer and the Notes tab.

   

2. Click Add Note.

   

3. Choose the Note Type: General Note, Allergy / Sensitivity, Service Formula or Consultation.

4. Give it a Title (Optional) and write the Content.

5. Tick Show as Alert during POS checkout if staff must see it every time the customer is billed.

6. Click Save Note.

Each note shows who wrote it and when. Delete a note with its bin icon.

Allergies

The Allergies / Sensitivities field on the customer form is the permanent place for reactions to products or chemicals. It is shown as a red card on the profile and at checkout. Use a note of type Allergy / Sensitivity for the detail, such as the patch test date.

Alerts at checkout

A note with Show as Alert during POS checkout appears as a red card under the customer's name on the checkout screen and on the profile. Use it sparingly: a balance owed, a deposit already taken, a preference the team must not miss.