You can create a SOAP or QUICK note for a client when they are booked for, or have attended, a service. When modifying a SOAP/QUICK note, you can also print or delete the note.
Key tips before you begin
SOAP/QUICK notes can only be added and edited if they are enabled in the associated service’s setup.
Only staff members with the View Client Notes/SOAP Notes and Edit Client Notes/SOAP Notes staff role permissions can view, create, modify, and delete SOAP/QUICK notes.
Create or modify a client’s SOAP/QUICK note for an appointment from the schedule
To create or modify a client’s SOAP/QUICK note for an appointment from the schedule, complete the following:
Click the App Drawer button
then click View All > Schedule.
Click the appointment you want to add a note to.
In the appointment slideout, next to SOAP notes or QUICK notes depending on which type of note is enabled for this appointment, create, modify, delete, or print a note:
To add a note to the appointment:
Click Add note.
Enter the information for the note.
Click Save.
To modify an existing note:
Click Edit.
Modify the information for the note.
Click Save.
To delete an existing note:
Click Edit.
Click Delete.
In the Delete notes popup, click Delete.
To print a note:
Click Edit.
Click Print.
In the print preview window, change any necessary printer options, then click Print.
Create or modify a client’s SOAP/QUICK note for a class or event from an attendance list
To create or modify a client’s SOAP/QUICK note for a class or event from an attendance list, complete the following:
Click the App Drawer button
then click View All > Schedule.
Click the class or event you want to add a note to.
Click View Attendance List. Make sure one or more clients have been booked for the class or event.
Create or modify a note:
To add a note to the class or event, click the Add SOAP Notes button
or the Add QUICK Notes button 
Enter all necessary information in the provided boxes and click Save.
To modify an existing note, click the View SOAP Notes button
or the View QUICK Notes button 
To edit the note, modify the information for the note, and click Save.
To print the note, click Print. In the print preview window, change any necessary printer options, then click Print.
To delete the note, click Delete. In the confirmation popup, click Delete.
Create or modify a client’s SOAP/QUICK note for a service from their client profile
To create or modify a client’s SOAP/QUICK note for a service from their client profile, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. Click the client's name in the list.
On the side menu, click Attendance, then select Upcoming Schedule or Attendance History.
Find the service for which you want to create or modify a note.
Create or modify a note:
To add a note to the class or event, click the Add SOAP Notes button
or the Add QUICK Notes button Enter all necessary information in the provided boxes and click Save.
To modify an existing note, click the View SOAP Notes button
or the View QUICK Notes button To edit the note, modify the information for the note, and click Save.
To print the note, click Print. In the print preview window, change any necessary printer options, then click Print.
To delete the note, click Delete. In the confirmation popup, click Delete.