Customer Notes

Both the Member Sidebar and the Contact Detail Sidebar have a Notes tab where your team can attach free-text notes and short flags to any customer profile. Flags are especially useful because they surface on the POS terminal when a member is looked up.

Notes Tab Layout

The tab shows a combined list under the heading Notes / Flags with a count in parentheses (e.g., "Notes / Flags (3)"). A + button in the section header opens the Add Note or Flag dialog.

Flags appear first, each as a row with a toggle switch (on/off), the flag text, and a three-dot menu with Edit, Convert to Note, and Delete.
Notes appear below flags, each showing the note text, a timestamp (and "(edited)" if updated), and hover actions: a pencil icon to edit, and a three-dot menu with Convert to Flag and Delete.

When there are no notes or flags, an empty state reads "No notes or flags yet" with the description "Add notes to track customer info, or flags to show on the POS terminal."

How to Add a Note or Flag

Open a member or contact in the sidebar and click the Notes tab.
Click the + button next to the Notes / Flags heading.
A dialog titled Add Note or Flag appears.
A segmented toggle at the top lets you switch between Note and Flag:
- Note — a text area for longer free-text notes visible to your team.
- Flag — a short text input (max 30 characters) shown on the POS terminal when this member is looked up. A character counter shows the remaining characters.
Click Add Note or Add Flag to save, or click Cancel to close.

Editing and Deleting

To edit an existing note, hover over it and click the pencil icon. For flags, select Edit from the three-dot menu. A dialog titled Edit Note or Edit Flag appears with the current text pre-filled. Click Save Changes to update.

To delete, select Delete from the three-dot menu. A confirmation dialog appears with the warning "Are you sure you want to delete this? This action cannot be undone." Click Delete (red) to confirm or Cancel to go back.

Converting Between Notes and Flags

Select Convert to Note or Convert to Flag from the three-dot menu on any item to switch its type. Converting a note to a flag will truncate it if the text exceeds the 30-character flag limit.