A note is a comment that's added to a customer's profile. This differs from an appointment comment, which is added to a specific appointment. There are four types of notes in Vagaro:
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General, Allergy, and Formula Notes (Yellow Notes) - These are non-critical notes which can be saved to the customer's profile. You can create as many of these notes as you want.
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Pop-Up Notes (Red Notes) - These critical notes appear automatically when the customer is selected on the Calendar screen when creating a new appointment. This note also appears when you select the customer on the Checkout screen. An example of a pop-up note would be if a customer forgot their sunglasses or left their wallet. You can add up to two pop-up notes.
Related Article:How to Add a Customer Note - Vagaro Pro app
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Click Customers.
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Select the customer.
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Click the Notes tab.
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Click Create New.
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Select the Note Category. Enter the note text and click Save.
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To edit or delete a note, find it in the Notes tab. Click the Action menu (3 vertical dots) by the note and choose Edit or Delete.
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