Create or modify a client’s SOAP/QUICK notes

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.
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• 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.
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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:

1. Click the App Drawer button then click View All > Schedule.
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2. Click the appointment you want to add a note to.
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3. 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:

     1. Click Add note.

     2. Enter the information for the note.

     3. Click Save.
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   • To modify an existing note:

     1. Click Edit.

     2. Modify the information for the note.

     3. Click Save.
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   • To delete an existing note:

     1. Click Edit.

     2. Click Delete.

     3. In the Delete notes popup, click Delete.
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   • To print a note:

     1. Click Edit.

     2. Click Print.

     3. In the print preview window, change any necessary printer options, then click Print.
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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:

1. Click the App Drawer button then click View All > Schedule.
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2. Click the class or event you want to add a note to.
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3. Click View Attendance List. Make sure one or more clients have been booked for the class or event.
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4. 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.
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   • 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.
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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:

1. 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.
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2. On the side menu, click Attendance, then select Upcoming Schedule or Attendance History.
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3. Find the service for which you want to create or modify a note.
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4. 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.
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   • 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.