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Things worth remembering about a client

One-line facts about a person — the heads-up, the thing they love, the thing they can't stand — shown where a stylist will actually read them.

2 min readUpdated August 17, 2026Stylists

Somebody knows this client's scalp reacts to the strong developer. That somebody is on holiday.

The Good to know card on a client record: four one-line facts, each with its own icon — a pinned heads-up about a sensitive scalp, then how often she books, what she dislikes and what she likes — above an Add a line button.
Four kinds of line, four icons. One glance.

Four kinds of line

Good to know sits on the client's record, and each line is one of four things:

Fact What it's for
Heads-up Something to know before you start — a sensitive scalp, a wedding in October
Likes What to do more of
Dislikes What to never do again
Habit How they book and behave — six-weekly, always rebooks at the desk

Each carries its own icon as well as its own colour, so the four stay apart at a glance and for anyone who doesn't see colour the way the designer did.

Adding one

  1. 1

    Open the client, or open any appointment of theirs — the block works the same in both places.

  2. 2

    Press Add a line.

  3. 3

    Pick the kind from the small dropdown. Heads-up is first because it's the one worth capturing most.

  4. 4

    Type the line — up to eighty characters, and it has to be one line.

  5. 5

    Press Save, or Enter.

To remove one, hover it and press the cross. There is no editing: a fact that's changed is a new line, and the old one goes with it.

Where they show up

The whole point is that they follow the client to the places where you're about to do something:

  • The client's record, under Overview.
  • The booking panel, as soon as you pick the client — before you choose the service, not after.
  • The open appointment, under their contact details.
  • The calendar, as a small ⓘ on any appointment whose client has a heads-up — and in the day list beside their name.
The appointment details panel open on the calendar, with the client's Good to know lines showing beneath her contact details — the heads-up about her scalp readable without leaving the day.
The same lines on the appointment, where they get read.

The marker is only a marker: the ⓘ says "open this before you start", and the lines themselves are one click away. A count of heads-ups at that size would be noise.

Common questions

What's the difference between this and the Notes box?

Notes is a paragraph on the profile page. These are single lines, and they travel — they show while you're booking and on the open appointment, which is where somebody actually reads them. If a note matters at the chair, it belongs here.

Why can't I write more than one line?

Eighty characters, on purpose. Anything longer stops being glanceable, and a paragraph nobody reads between clients is the problem this replaced.

What's the small ⓘ on the calendar?

That client has at least one heads-up. It's the marker only — open the appointment to read the line itself.

Can a stylist add one, or only a manager?

Anyone who can edit clients can add and remove lines, including from the booking panel. Everyone who can see the client can read them.

Do they show up anywhere the client can see?

No. These are staff-facing and stay inside the salon — a client's portal never shows them.

Someone left and their line is out of date.

Hover the line and press the cross. There's no edit — a fact that's changed is a new line, and the old one goes.

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