Client notes are private reminders you leave on a client's record. They're visible only to you and your staff — the client never sees them. Use them for any detail you want to remember next time this client is in the shop.
Open a client's detail page (tap them in the Clients & Pets list). Notes appear on the Overview section, just below User Details and above Pet Details.
Each note shows:
The note text
Created on: timestamp (date and time)
An Open note menu button for editing or deleting
On the client's Overview, find the Notes section.
Tap Add Note.
Type whatever you want to remember.
Save.
The new note appears at the top of the list with today's timestamp.
Tap the three-dot Open note menu next to any existing note to get options for editing the text or deleting it outright. Deleting is permanent, so only delete notes that are truly outdated.
Notes work best when they're short, specific, and practical. A good note is something you'd want a new employee to see before they handle this pet. Examples from a real shop:
"Alex usually runs 5 minutes late"
"It's Zulu's birthday — FYI"
"Zulu does not like her ears being touched"
"Shave him all the way down"
"Need to confirm over the phone, because he has no cell phone"
"Alex now likes Zulu to have a teddy bear cut"
Notice what these have in common — they're one-liners that would change how you greet the client or groom the pet. That's the sweet spot.
Avoid using notes for:
Anything sensitive about the client personally — medical info, financial issues, family drama. If you wouldn't want it read aloud, don't write it down.
Payment records — Teddy already tracks Total Paid and Unpaid on every client. Don't duplicate it.
Appointment history — same reason. The Bookings section is the source of truth.
Things that are about a specific appointment — those belong in the Client Notes field on that appointment (tap into an appointment from the Calendar to see it), not on the client record.
It's completely fine to stack up dozens of notes on a client over the years. Teddy lists them newest-first so the most recent reminders are right at the top, and older notes are still there if you ever need to look back.
Tip: Notes are a great place to track client preferences that change gradually. If a client asks for a slightly different style every few months, a fresh note each time gives you a paper trail of what they actually want right now — no need to remember every conversation.
