Edit or Delete a Customer Note

A note is a comment that's added to a customer's profile. This is different than an appointment comment, which is added to a specific appointment.

There are four types of notes in Vagaro:

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.
Pop-Up Notes (Red Notes) - These are critical notes that appear automatically when the customer is selected on the Calendar screen when creating a new appointment. This note also appears when you select the client 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. Remember, you can also view a pop-up note by hovering over the note icon on an appointment on your calendar.

To edit or delete a customer note, follow these steps.

Click Customers and select a customer.
Click the Notes tab in the client's profile.
Find the note on the list. Click the Action menu (3 vertical dots) for the note.
1. Click Edit to edit the note.
  
  You can change the Note Category and the text of the note.
2. Click Update.
If you selected Delete instead of Edit, click Delete Note to remove it from the customer's profile.

You can also edit and delete notes using the Vagaro Pro app:

Tap Customers and select a customer.
Tap the Notes tab.
Tap a note.

From there, you can delete or edit the type and text of the note.