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Create a private note about a client

Keep notes that only you can see about your clients, like info you don't want shared with teammates or personal notes about the client.

Updated over a week ago

Add private notes on your contacts to keep all your client and project information in one place. These notes are only visible to you and are not shared with team members or the client.


Add private notes about a client

  1. From the top navigation menu, select Clients > select Contacts

  2. Select the contact you want to add private notes about

  3. Next to the contact's name, select the pencil icon

    1. Do not select the Notes tab, as those notes are not private

  4. Select More details

  5. Add your private comments > select Save

From here, your private notes are stored on that contact's profile, but are not shared with anyone else. You can review the private notes by returning here or by adding the Private Comments column to your contacts list.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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