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Line drawing for the Clients topic

Keeping an administrative note about a client

Leave an administrative memo, read earlier messages or withdraw a note.

Who this is for: Scheduler

Leave a memo

  1. On Overview, find Internal memo · staff only.
    A client's chart on Overview with an arrow pointing at the Internal memo section.
  2. Select Leave a message.
    The Internal memo section of a client's chart with an arrow pointing at the Leave a message button.
  3. Enter the administrative note in Memo and select Add message.
    The Internal memo section with the message form open and an arrow pointing at the Add message button.

Read every message

  1. Select Open list to open Every message about this client and read earlier or resolved messages.
    The Every message about this client sheet, with an arrow pointing at it.

Withdraw a note

  1. Select Withdraw note beside the note.
    The Internal memo section of a client's chart with an arrow pointing at the Withdraw note button.
  2. Select Withdraw note again to withdraw the note, or Cancel to keep it.
    The Internal memo section with the withdraw question open and an arrow pointing at the Withdraw note button that confirms it.

Last checked against Weft on 01 Nov 2026. Something on your screen reads differently? Tell us at support@weftary.com.