MeetPly

Features · Private notes

What’s worth knowing for next time

An internal field on the customer record. The guest never sees it, it never goes into an email - it’s just for you and your colleagues.

internal
field
0
sent out
∞
length
The guest never sees it
Pops up at booking
Colleagues see it too
A male doctor writing notes across from a patient: private notes keep everything important ready for the next visit.

Why it helps

You don't forget what matters

One guest has an allergy, another doesn't like small talk, and last year a particular shade worked well for a third. A private note is free text on the customer card that you write for your next visit. You don't have to keep dozens of small things in your head, because they wait right where the guest's name is.

You see it just when you need it

A new booking comes in and you already prepare from the note. The private note also shows up when a new booking is made, so you don't dig through the card. If a colleague takes over the guest, they know what you know and don't have to ask again. Nothing gets lost in the team: after a holiday, sickness or a change of colleague nobody starts getting to know the guest from zero.

Internal, just as it should be

The name is no accident: the guest never sees a private note, it never goes into an email, and it is meant only for you and your colleagues. So you can write honestly whatever helps your work, without worrying it will surface anywhere. Your peace of mind is worth as much as the note. So you can be honest in it, because neither the guest nor any email reveals it: it is the quiet workshop secret that serves your work.

What it does

Memory doesn’t scale

Free text
Anything that matters for the next visit.
Never goes out
It doesn’t end up in an email, the guest never sees it.
A prompt
On a new booking, the note shows up - no digging around.
The team sees it too
If another colleague takes over, they know what you knew.

Examples

What people usually note down

Not a diary - a sentence or two that saves time or awkwardness next time.

Healthcareallergy, medication
What needs knowing before every treatment.
Beautyproduct used, colour
So the exact same result comes out next time.
Repair shoppast issue
What was fixed, what to watch for.
Educationwhere we left off
Which topic to continue with.
Anythingpreference
Coffee without sugar, doesn’t like small talk - small things that matter.

FAQ

Questions about the note

Visibility, content, team.

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Never. The note is an internal field that never appears in any outgoing message.
Admins can, and so can the colleague the booking belongs to.
On a new booking, and when the booking is opened.
Practically none, but a short note is more useful.
Yes, it's included in the customer export.
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Private Customer Notes Nobody Else Sees | MeetPly