Client Note — for important info (injuries, health conditions, membership details). Can be pinned to stay at the top. Call Note — for anything discussed during a conversation. Task Note — for context when creating a follow-up task for another team member.

Best practice: double-note only for critical items (past dues, membership adjustments, injuries) in both systems. Everything else can live in Loyalsnap only. Notes can be downloaded later if needed.

No. Client notes created in Loyalsnap live only in Loyalsnap. Any critical notes should be manually copied to your booking system if needed.

The booking system would need to open their API for this. Not currently available.