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Client notes and appointment notes

Add a client note or an appointment note and find it again later. An optional AI summary is a draft; you can also save the notes exactly as written.

Recorded on a demo practice with fictional data. English narration with captions.

10/10/2026 • 1 min • tutorials

Add a client note or an appointment note and find it again later. An optional AI summary is a draft; you can also save the notes exactly as written.