Client notes and appointment history
Keep useful service notes and read a client's past appointment record.
1 min read · Updated August 28, 2026
In short
- Notes hold practical details that help you serve the client.
- History shows each appointment's service, date, and outcome.
- Keep notes accurate, neutral, relevant, and protected.
A client record gives you continuity between visits. Notes are for details that help you serve the client, while history shows the service, date, and outcome of their appointments.
| Notes | Appointment history |
|---|---|
|
|
Write notes that stay useful
- Record practical preferences, formulas, and service context in clear, neutral language.
- Do not write guesses, gossip, passwords, payment details, or unrelated sensitive information.
- Update or remove a note when it is no longer accurate.
Read the history
Open the client's record to review their appointments in date order. The status helps you distinguish a completed visit from a cancellation or absence before you rely on it.