Can the customer see private notes?

No. Only your store team can see a private note and it is never shown to the customer. For entries you want the customer to read, set the visibility to Public.

Save does nothing when I add a note

The panel requires at least one of title, content or a file; with all three empty it refuses and says so on screen. You see this warning if you only picked a date and a type.

It exceeded the size limit. The panel names the file, its size and the allowed maximum together. There is no restriction on file type — any type is accepted, only the size is limited.

I added a note to the wrong customer

There is no way to move a note between customers; delete it from the wrong record and create it again on the right one. Because deletion is permanent, copy the text you will retype before deleting.

Customer notes and timeline

Keep notes, files and milestones per customer; hold a note privately for your team or let the customer see it on their own profile.

4 min de lecturaÚltima actualización: 2026-09-01

Your whole relationship with a customer does not fit in the order list: what you discussed, what measurements you took, which treatment you applied, which file you sent. Customer notes keep a timeline per customer. The critical distinction is visibility: a private note belongs to your team alone, while a public note appears on the customer's own profile.

Antes de empezar

A panel account that can open customer records
The customer already registered in your store
Any file you attach to be under the size limit

Pasos

Las pantallas son ilustrativas; los datos de tu panel serán distintos.

Paso 1: Open the customer and add the first note
Open the customer from Customers > All Customers and go to their notes. With no entries yet, the panel tells you to click Add Note to create the first one. The dialog that opens states that you are adding a new entry to this customer's timeline.
Add Note
Add a new entry to this customer's timeline.
Date & Time
01.09.2026 10:30
Title
First consultation
SaveCancel
Add Note — vista de ejemplo del panel
Paso 2: Choose the entry's type
The Type field says what the entry is: Note, Progress, Service, Follow-up or Milestone. The distinction earns its keep in service businesses — a physiotherapist marks sessions as Service, development as Progress and a check-up as Follow-up, and the timeline becomes a treatment history.
Add Note
Type
Service
Title
Session 3
Note
Free-form entry
Progress
Development record
Milestone
A moment that matters
Add Note — vista de ejemplo del panel
Paso 3: Choose the visibility deliberately
The most important decision on this form is Public versus Private. Only your store team can see a private note; it is never shown to the customer. Choose Public and the customer can see that note on their profile. An internal assessment and a message left for the customer are written in the same place — this switch is the only thing separating them.
Add Note
Private
Only your store team can see this; never shown to the customer.
açık
Public
The customer can see this note on their profile.
kapalı
Only your store team can see this; never shown to the customer.
Add Note — vista de ejemplo del panel
Paso 4: Write the content and preview it
The Content field supports Markdown: bold, italic, lists and headings. Write under Edit and check the result under Preview. You must fill in at least one of title, content or a file — the panel will not save with all three empty.
Edit Note
EditPreview
Content
**Measurements taken.** For the next session:
Markdown supported: **bold**, _italic_, lists, headings.
Please enter a title, content or attach a file
Edit Note — vista de ejemplo del panel
Paso 5: Attach files
Drag files onto the Attachments area or click to browse; any file type is accepted and the panel prints the maximum size on screen. If a file is over the limit it names the file, its size and the limit together. Attached files can be retrieved later with Download.
Attachments
Drag & drop files here
Add fileDownload
File too large. Maximum is {limit}.
Preview not available
Attachments — vista de ejemplo del panel
Paso 6: Edit or delete a note
Every entry on the timeline records who added it. Edit Note lets you change the content or the visibility afterwards — that is how you turn a note you accidentally made public back into a private one. Delete note is permanent, and the panel asks you to confirm.
Edit Note
Session 3
Private
01.09.2026 · Service
Permanently delete this note?
Delete noteClose
Edit Note — vista de ejemplo del panel

Consejos

Treat private as the default

A customer seeing a note is not something you can take back — once they have read it, they have read it. Keep anything you are unsure about private; making it public later is easy, and the reverse is not.

Use titles, long notes are hard to search

Title is optional and usually left blank. On a timeline with dozens of entries, untitled notes all look alike; a short title is the fastest way to find the right one months later.

Be consistent with the type field

Recording the same kind of work sometimes as Service and sometimes as Note makes the timeline unreadable. Agree a short rule as a team — which type is used when — and stick to it.

Preguntas frecuentes

Can the customer see private notes?: No. Only your store team can see a private note and it is never shown to the customer. For entries you want the customer to read, set the visibility to Public.
Save does nothing when I add a note: The panel requires at least one of title, content or a file; with all three empty it refuses and says so on screen. You see this warning if you only picked a date and a type.
My file was rejected: It exceeded the size limit. The panel names the file, its size and the allowed maximum together. There is no restriction on file type — any type is accepted, only the size is limited.
I added a note to the wrong customer: There is no way to move a note between customers; delete it from the wrong record and create it again on the right one. Because deletion is permanent, copy the text you will retype before deleting.