There are three different types of notes in Vagaro:
1) Appointment Comment - These are comments that are specific to the current appointment only. These are NOT saved in the customer profile, they are only attached to the appointment.
2) General, Allergy, & Formula Notes (Yellow) - These are non-critical notes that you can save in the customer's profile for future reference. There is no limit on the number of these notes that can be saved in the customer's profile. On the customer's appointment, they will be indicated with a Yellow Note icon.
3) Pop-Up Notes (Red) - These are critical notes that you want to see right away when looking at the appointment on the screen. Examples would be a customer forgot their sunglasses and they are in the storage room or you need to update some information on their profile the next time they call or come in. You can have a maximum of 2 Pop-Up Notes.
This forum will explain how to set up Pop-Up Notes.
Note: This feature is currently only available on the web version. The Pop-Up Notes will be added to the next release of the Vagaro Pro apps for Android, iOS, and KindleFire devices. Also, you are able to delete the appointment comments from an appointment when clicking on an appointment and selecting Edit. However, this needs to be done prior to the appointment being checked out, as the system will not allow for completed appointments to be edited. Also note, if you add any notes/formulas to a client's profile, the customer will not see any of the notes/formula's you added. The notes/formulae are only viewable by the business, not the customer.
Here is a video of creating notes as well as pop-up notes
Adding a Pop-up Note
1. After selecting New Appointment on the calendar screen, click Notes.
2. Click Add a note.
3. Select the Note Category. Next, enter the note. Click Save when you are done.
4. You will now be able to view the note on the Notes screen. Click Edit to make changes to the note. Click Delete to remove the note.
5. You will see a red note on all appointments for that customer. You can view the pop-up note by hovering over the note with your mouse.
A pop-up note will now always appear when you book an appointment with that customer.