You can add Client Notes and Pet Notes directly from an appointment to record important information about the client or their pets.
These notes help your team keep track of special instructions, behaviors, or preferences for future visits.
You can also view and manage previous notes from both the appointment and the client profile.
Add and View Client & Pet Notes
🖥️ Desktop
View Client Notes
Open the appointment drawer from the calendar.
Hover over the note icon next to the client name.
A pop-up window will display the client notes.
From the pop-up, you can:
Click View All to see the full list of client notes.
Click Edit to open the Comments & Notes section and update the notes.
View Pet Notes
You can view pet notes in the same way.
Open the appointment drawer.
Hover over the note icon next to the pet name.
A pop-up window will display the pet notes.
From the pop-up, you can:
Click View All to view all notes for that pet.
Click Edit to go to the Comments & Notes section and update the notes.
Method 1: Add Notes from an Appointment
Click an appointment card on the calendar.
The appointment drawer will open.
Click Comments & Notes.
Select either:
Pet Notes
Client Notes
Pet Notes
Under the Pet Notes tab:
Click the note box to enter a new note.
Click Save to store the note.
If the appointment includes multiple pets, you can switch between pets by clicking the pet name above the note box.
Each pet can have its own notes.
Manage Existing Pet Notes
Below the note box, you can view previous pet notes.
Hover over a note to:
Pin to top for easier visibility
Edit the note
Delete the note
Client Notes
Under the Client Notes tab:
Enter the note in the note box.
Click Save.
Below the note box, you can view and manage previous client notes.
Hover over a note to:
Edit the note
Delete the note
Method 2: Add Notes from the Client or Pet Profile
You can also manage notes from the client profile.
Client Notes
Go to Clients & Pets
Open the client profile
Go to Client Details
Add or manage Client Notes
Pet Notes
Go to Clients & Pets
Open the client profile
Select the Pet section
Add or manage Pet Notes
📱 Mobile App
You can add or view client and pet notes from the appointment details.
Add Notes from Appointment
Open the appointment details.
Tap the pet name to open the pet detail page.
Under the Client & Pet Notes section, you can:
Switch between Owner and pets
Enter notes in the note box
Tap Save to store the note.
You can also view previous notes in the same section.
Tapping a history note will copy the note to your clipboard.
Manage Notes from the Client & Pet Notes Page
You can also tap Client & Pet Notes to open the dedicated notes page.
From there you can:
Switch between Owner and each pet
Add new notes
Edit existing notes
For pet notes, you can also:
Pin a note to the top for quick reference.
