Sometimes you may want to add notes to a customer record.


This might be so that you can see them on your attendance register at the start of a class or event.


You can do this by creating a extra Custom Field on your account and adding the note via the Client area.


Note: For GDPR reasons, your customer will be able to see the notes you make from their own account, should they wish to do so.


Here is a video tutorial that explains how you can add notes to a customer's records: