Release Notes - Client Notes
Think about how much you know about a client after a few months of working together. Their communication style, the feedback patterns, the stakeholder who always sends late approvals, the brand color they keep changing their mind on. That context exists somewhere, or possibly several somewheres. Whether it’s in your inbox, your notes app, a Slack thread, or just your memory, it's rarely where you need it when you need it.
Client Notes puts it where you're already working.
You can now create and edit rich text notes directly inside any client profile in Wethos. Add whatever's useful: project preferences, key contacts, important dates, running context for your team. It's there when you open the client record, visible to anyone on your team who needs it, and editable as things change.
For solo practitioners it's a cleaner way to keep track of the details that make client relationships run smoothly. For teams it means less time getting people up to speed and fewer things falling through the cracks between handoffs.
Also in this release: We fixed a handful of issues that had been affecting the platform: the brand color picker now works correctly, business names can be saved across all account types, and we resolved some interface and modal stability issues.
If you'd been running into any of these issues, they should be resolved. If not, or if you’re running into something new, drop us a line at support@wethos.co.
Release Summary
January 23, 2026
Client Notes
Your team needs quick access to client information without switching between tools. Client Notes brings this capability directly into the platform, making it easier to maintain strong client relationships and ensure nothing falls through the cracks.
Bug Fixes & Improvements
We've listened to your feedback and fixed several issues:
Brand color picker now works correctly for customizing your team's branding
Business name can now be saved for all account types
Improved modal interactions and interface stability
Better performance and reliability across the platform
What This Means for You
Better Organization: Keep all client information in one place with rich text notes
Improved Collaboration: Team members can easily access and update client context
Smoother Experience: Fixed bugs mean fewer interruptions to your workflow
More Reliable Platform: Infrastructure improvements ensure consistent performance
