Client notes

Updated 2026-09-30 · 2 min read

Notes keep what your team should know about a client in one place: preferences, allergies you have been told about, how they like to be greeted. Clients never see them.

Add or edit notes#

1. Open the client from Clients↗ (or View client from one of their bookings).
2. In the Notes section, click Edit.
3. Write your notes. Line breaks are kept, so short lines or a list work well.
4. Click Save.

In the mobile app, open the client and tap Edit notes in the NOTES section. Editing notes needs permission to edit clients; everyone who can open the client can read them.

Client notes or booking notes?#

Lorenly keeps three kinds of note apart:

• Client notes belong to the person and stay on their record for every future visit.
• An Internal note belongs to one booking, for something only about that appointment. It shows as an icon on the calendar card and in the Notes column of the Bookings page.
• A Client message is what the client wrote when booking online.

You can filter the calendar and the Bookings↗ page to show only bookings with a note, see Find bookings & manage scheduled messages.

Keep it professional#

Write notes as if the client could read them one day, and keep health details to what you need for the treatment. See How Lorenly protects client data & photos.