Notes Module

📌 Overview

The Merbeli Notes Module allows you to record, organize, and consult key information about the salon in a simple, flexible, and fully integrated manner with the system.
Notes function as a centralized historical record, ideal for documenting observations, incidents, reminders, internal decisions, and daily follow-ups.

Each note can be directly associated with clients, services, products, or resources/equipment, linking it to their history and making it available to the entire team.

💄 What is the Notes Module for?

• Record client preferences and observations

• Document internal incidents or special cases

• Leave follow-ups for the team (reception, cabin, barbershop, spa)

• Centralize information that tends to be scattered (WhatsApp, paper, memory)

• Maintain traceability and operational memory of the salon

🔗 Notes associated with multiple entities

Merbeli allows you to create notes linked to:

👤 Clients

• Preferences (color, style, length, recommended products)

• Post-service care and recommendations

• Allergies or sensitivities

• Follow-up on touch-ups (nails, color, beard, eyebrows)

• Incidents or special requests

Notes are integrated into the complete client history, accessible from their profile.

💇 Services and procedures

• Technical observations of the work performed

• Internal preparation checklist

• Results and quality control

• Recommendations for future visits

• Incidents during the service

This improves service consistency and internal communication among professionals.

🧰 Equipment, tools, and resources

• Failure records

• Usage observations

• Maintenance reminders

• Operational incidents

• Technical comments

Each resource can have its own notes section, complementing maintenance and operational control.

🧠 Intelligent organization of notes

🗂️ Categories

Notes can be classified by category (general, client, incident, reminder, quality, equipment, etc.), facilitating subsequent search and analysis.

🏷️ Keywords

Each note supports keywords, ideal for:

• Quick searches

• Thematic analysis

• Organization by topics (color, allergies, complaints, products)

📎 Attachments

Notes allow attaching files such as:

• 📄 PDF

• 🖼️ Images

• 📊 Internal documents

This makes it easy to save:

• Reference photos (before/after)

• Technical sheets of products

• Salon documentation

• Receipts or internal reports

🗺️ Location (optional)

Optionally, notes can include location to record:

• Observations by branch or area of the salon

• Localized incidents

• Operational details by space

📅 Calendar integration

Notes can:

• Be added to the calendar

• Function as reminders

• Link to future events (meetings, restocking, follow-ups)

This turns the module into an active management tool, not just informative.

🔍 Search and filters

From the general list of notes, you can:

• Search by text

• Filter by entity (client, service, equipment)

• Filter by date

• Quickly access related context

🤝 Collaborative work

Each note indicates:

• Who created it

• Date and time

• Associated element

This improves communication, decision tracking, and operational transparency.

🚀 Key benefits of the Notes Module

• 📚 Historical memory of the salon

• 🔗 Integration with Merbeli

• 🧠 Better continuity in customer service

• 👥 More coordinated team

• 📊 Organized and accessible information

✨ Ideal for:

• Hair salons and barbershops

• Spas and beauty centers

• Reception and internal coordination

• Teams with multiple professionals

• Businesses with client follow-up and quality