Notes and service notes
Add, pin, edit and delete client notes, use alerts your team can't miss, and keep service notes like color formulas.
Notes keep what your team needs to know about a client. Alerts show in red at the top of the client's profile, so nobody misses them.
Add a note
- Open the client's profile from Clients and select Notes.
- Select Add Note.
- Choose a Note Type:
- General: anything your team should know.
- Booking: works like a general note, but it's highlighted in yellow and kept under Booking Notes.
- Alert: something nobody should miss, like an allergy. It shows in red at the top of the client's profile.
- Type the Note.
- To keep it at the top of the list, select Pin this note (appears first). You can't pin an alert.
- Select Save Note. You'll see Note added.
Dismiss an alert
An alert stays at the top of the client's profile until someone dismisses it.
- Open the client's profile.
- Select the × on the red alert at the top. You'll see Alert dismissed.
You can also select Dismiss on the alert in Notes. Once it's dismissed, the alert no longer shows for anyone who opens the profile.
Edit or delete a note
- In Notes, select ⋯ on the note.
- Choose what to do:
- Edit: change the Note, or pin or unpin it with Pin this note (appears first). Then select Save Changes. You'll see Note updated.
- View history: see earlier versions, who changed them and when.
- Delete: remove the note. Select Delete again to confirm. You can't undo this.
In the Lilo app, open the client and tap Notes, then Add Note. To pin, edit, dismiss or delete a note, tap ⋮ on it.
Most business types
Keep service notes
Service notes hold the details of a client's services, like a hair color formula, skin type or massage pressure. Each client has one set for each kind of service, and you update it over time.
- Open the client's profile. Select More, then choose Service Notes. In a narrow browser window, select the Service Notes tab instead.
- On the card for the service, like Hair Notes, select Add, or Edit if it has notes already.
- Fill in what you need. Hair notes have Color Formula, Highlight Formula, Processing Notes, Styling Preferences and more.
- Select the save button, like Save Hair Notes. You'll see Hair notes saved.
On the card, Copy copies a formula so you can paste it somewhere else. Last updated shows when the notes last changed. Service notes keep one version, so saving replaces what was there.
In the Lilo app, open the client, tap More, then Service Notes.
Owners and admins · Most business types
Choose which service notes you keep
On the web, the cards on Service Notes come from your service categories. To change them:
- Go to Settings → Features.
- Under Service Categories, turn on the ones you offer: Hair Services, Skin Care, Nail Services or Massage & Body. You'll see Feature updated.
Each one you turn on adds its card to every client's Service Notes on the web. The Lilo app picks its cards from your type of business instead. See Business features.
How it works
- Anyone on your team who can open a client's profile can read, add and change their notes. Clients never see them.
- Each note shows who added it and when. Active alerts and pinned notes come first, then general notes, then booking notes.
- When you change a note's text, Lilo keeps the old version. View history shows it.
- Deleting a note doesn't remove it from the client's Activity timeline. The timeline shows the start of each note when it was added.
- General Notes, in Edit Details, is a separate box of free text about the client. It shows on the profile's Overview, not in Notes.
Common questions
Who can see client notes?
Anyone on your team who can open the client's profile. Clients never see your notes.
Why did an alert disappear?
Someone on your team dismissed or deleted it. On the web, a dismissed alert doesn't show anymore. In the Lilo app, it's listed under Dismissed in Notes.
Most business types
Why is the Service Notes tab empty?
On the web, it shows a card for each service category that's turned on in Settings → Features, so it's empty if none is on.
Can I see a client's old formulas?
Lilo doesn't keep a history of service notes. Saving replaces what was there, and Last updated shows when. In the Lilo app, you can list old colors under Previous Colors in hair notes. On the web, they show under Previous Formulas.