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).