How do I add notes or files on a client?

Updated 8 Oct 2026

On the client profile, open Notes or Attachments. These stay on the client. Job notes stay on the job.

1. Open the client.
2. Click Notes. Type in Add note about this client…. Save.
3. Click Attachments to add a client file.
4. The Notes tab also lists Imported Job Notes from their jobs. Click Open job to go there.

Use a client note for things that last: gate code, “prefers mornings.” Use a job note for that visit only.