Salon Manager Appointments and Diary guide

How to Add a Permanent Note

Add ongoing information to a team member’s diary column and view it from the speech bubble whenever needed.

Video walkthrough: adding a permanent note to a team member column in the Salon Manager diary.

Quick answer

Use the three-dot menu above the team member column

Hover over the team member name, select the three dots, choose Add Permanent Note, type the note, then select Save.

Before you start

Have these details ready

Access to the diary
The team member column that needs the note
The permanent note to add

Step-by-step instructions

How to add a permanent note

Follow these steps to save ongoing information against a team member’s diary column.

1Open the diaryOpen the Salon Manager diary.
2Choose the team member columnGo to the team member whose column needs the permanent note.
3Hover over the team member nameMove the pointer over the team member name at the top of the column.
4Open the three-dot menuSelect the three dots at the bottom right of the team member name area.
5Choose Add Permanent NoteSelect Add Permanent Note from the menu.
6Enter the noteType the information that should remain available over time.
7Save the noteSelect Save.
8Return to the diaryGo back to the main diary view.
9Check for the speech bubbleA speech bubble will appear at the bottom right of the team member column.
10View the noteHover over the speech bubble to read the permanent note.

Useful tips

Keep permanent notes concise and relevant

Use permanent notes for information that should remain visible over time.
Use a day note instead when the information only applies to one date.
Keep the wording short, clear and professional.

Troubleshooting

Common issues and what to check

The speech bubble does not appear

Check that you selected Save and that you are viewing the correct team member column.

The note is too long to read easily

Shorten the note so it is clear when viewed from the speech bubble.

I only need the note for one day

Use the process for adding a day note instead.

Frequently asked questions

Permanent note questions

Where does the permanent note appear?

It appears as a speech bubble at the bottom right of the team member column.

How do I view the note?

Hover over the speech bubble in the team member column.

Can I use this for client-specific notes?

Use client notes for client-specific information. Permanent notes are intended for team member diary columns.

Offline reference

Download this guide as a PDF

Keep a printable copy for diary users or use it during staff training.

Download PDF Guide

Last reviewed: 16 June 2026.

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