Notes: one field per client

Diese Anleitung ist auf Englisch.

Every client has one notes field: Notes on the client record. You also see it in an appointment, on the left below the client. There's no separate note on an appointment anymore: whatever you enter as a note anywhere goes into that one field, below what was already there, with the day in front.

Wo du es findest

Wo du es findestDas ist kein eigener Bildschirm in NOZAIA.

So funktioniert es

  1. In an appointment: type in Notes below the client; it saves automatically.
  2. Add a note (under the three dots More actions, with a right-click on an appointment, or in the menu on your phone) puts the cursor in that field, after what's already there.
  3. When you book a new appointment in the calendar, what you enter under Note goes into the client's Notes, with the day of the appointment in front.
  4. If there was still a note on an appointment (from an online booking, or from before 27 October 2026), it moves into the client's Notes the first time you open that appointment.
  5. On the client record itself, Notes are at the top, with Add note.

Wenn etwas nicht klappt

I can't see the note that was on the appointment anymore.

It's now in Notes below the client (on the left in the appointment, or at the top of the client record), with the day of the appointment in front.

Passende Anleitungen

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Zuletzt geprüft am 27. Oktober 2026

Notes: one field per client | NOZAIA Learn