You can add internal notes to a customer profile in Appointy to keep useful information available for future reference.
Customer notes can also be displayed against the customer’s appointment, helping staff quickly view relevant information while managing bookings.
What is a customer note in Appointy?
A customer note is internal information added to a customer profile for reference.
Depending on your business, you may use notes to record things such as:
- Customer preferences
- Special instructions
- Previous interaction details
- Important booking context
- Internal reminders
- Information staff may need when handling the customer’s appointment
Because Appointy is used across different industries, the note may relate to a client, patient, student, member, guest, or participant.
How to add a customer note
Quick navigation
Customers → Select Customer → Info → Customer Notes → Enter Note
Steps to add a customer note
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer whose profile you want to add a note to.
- Open the Info tab in the customer details window.
- Find the Customer Notes field.
- Click in the text area below Customer Notes.
- Enter the note you want to save for that customer.
.
Where are customer notes displayed?
Customer notes are associated with the customer profile and can also be displayed against the customer’s appointment.
This allows staff to use the note as a quick reference when viewing or managing that customer’s booking.
When should I use customer notes?
Customer notes can be useful when:
- A customer has a recurring preference
- Staff need context before an appointment
- There are special instructions related to the customer
- You want to keep an internal reminder
- Previous customer interactions are relevant to future bookings
For example, a salon may record a customer preference, while a consulting business may use the note to record context that staff should review before the next appointment.
Are customer notes the same as appointment notes?
Not necessarily.
A customer note is stored against the customer profile and can be used as ongoing reference information.
An appointment-specific note, if used separately in your workflow, would relate to a particular booking rather than the customer record as a whole.
Frequently Asked Questions
How do I add a note to a customer in Appointy?
Go to Customers → Select Customer → Info → Customer Notes, then enter the note in the available text field.
Where can staff see customer notes?
Customer notes are stored in the customer profile and can also be displayed against the customer’s appointment for reference.
Can I use customer notes for internal information?
Yes. Customer notes can be used to store internal context or reminders that may help staff when managing the customer or their appointments.
Should I use customer notes for information that applies to every appointment?
Yes, if the information is useful as an ongoing reference for that customer. For information relevant only to one booking, an appointment-specific note may be more appropriate if available in your workflow.
Can I add notes for clients, patients, students, or members?
Yes. Appointy uses the generic term customer, so customer notes can be used for the customer records relevant to your business.