Every visit tells a story. Maybe they bought a product, mentioned an allergy, or shared a preference that could change how you serve them next time. Those details are gold — but right now, finding them is like looking for an egg during the easter hunt, even though I don't have a chicken.

To retrieve a single note, AS OF TODAY, we have to scroll back through the client’s history, find the exact visit, open the details, and hope it’s the right one. That’s time you could spend actually serving your clients.

Imagine instead: a simple “Notes” button right at the top of the client’s profile. One tap, and you see every note ever added — neatly timestamped, fully editable, and easy to delete if needed.

🗂 A clean history of insights at your fingertips

🤝 Ultra-personalized service made effortless

💰 More opportunities to upsell and delight every client

When businesses remember the small things, clients feel it.