1. A client note. (In the client's file. For example: While Rachel is the homeowner, Robin is paying for her cleans so all billing issues need to be addressed with Robin at: 555-555-5555.)


2.  An appointment note (linked to specific appointments. For example:  Please clean the inside of both the oven and refrigerator on this visit).

3. Private notes (in the customer's profile. For example: We can never send Olivia to this job or she will fire us on the spot).

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