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Enter a visit note

In this article, we explain how to enter a visit note against a visit.

Written by Emma Ianson

You can add a visit note to record additional information about a visit, including visits that have an exception. This helps keep a clear record for future reference.

To enter a visit note, follow these steps:

  1. Click Bookings.

  2. Find the Work with Visit section.

  3. Double‑click the required visit to open Visit Properties.

  4. Click Events.

  5. Click New.

  6. Enter the visit note.

  7. Click OK to save.

    🤓 Tip: The visit note appears under clients history once it’s saved.

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