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Bookamat includes tools to help you take and track client notes.

Chronological Client Notes

Record notes for clients at each class attended and build a detailed note history for easy referencing.

  • 1

    Client Activity Notes

    Client activity notes

    Add notes for individual clients in each activity.

    View client notes in chronological order of activity.

    Great for tracking client progress.

  • 2

    General Client Notes

    General client notes

    Create general client account notes.

    Great for overview and general note taking.

    Import notes when switching from other systems.

  • 3

    General Activity Notes

    General activity notes

    Add notes for each activity hosted.

    Notes can also be added by clients on checkin.

    Great for recording concluding class notes.

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As easy as 1, 2, 3!

Step 1. Import your client list with notes

Use our client import tempate to import your client notes from your old booking system.

Step 2. Add notes as needed

Every client can be assigned notes for each activity they are booked into. Type and save notes and build a detailed history for each client.

Step 3. Build a personalised service

Client notes are chronilogically saved on their account page. Review notes made from any staff member, track client progress and deliver a more personalised service.

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