Rapport
Only me and Team
Private notes your team never sees, shared notes they do.
Step 1 of 5
The owner and a stylist open the same client, Maya Collins.
What you saw
- Every note is Only me or Team. Only me means the writer and the owner, nobody else.
- Switch a note to Team and it appears in the team’s view of the client straight away.
- Staff can keep their own Only me notes. The owner still sees them; other staff never do.