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Workflow guide

AI-assisted session notes

Turn typed or dictated visit notes into a structured session history while preserving the original context for review.

When this helps

Writing polished notes between appointments takes time, but brief memory prompts can be inconsistent and hard to search later.

How Yuna helps

  1. Capture the visit

    Type notes or use the recording experience, then associate the note with the active client.

  2. Let Yuna structure the record

    Yuna can extract a summary, concerns, follow-up topics, products sold, and other relevant client facts from the supplied note.

  3. Review and correct

    Read the saved session, edit the summary or transcript, and correct product details before relying on the record.

Getting started

  • Create the client record before saving a session.
  • For voice capture, allow microphone access and verify the transcript.
  • Use clear, factual language and avoid recording information you do not need.

Good to know

  • AI extraction can be incomplete or wrong and does not replace professional judgment or required clinical documentation.
  • The Free plan currently includes a limited number of processed session notes each month; paid plans remove that session-note limit.
  • Audio quality and background noise can affect a dictated transcript.

What this gives you

A consistent session timeline that is faster to revisit and can support better-prepared follow-up conversations.

Example

After a facial, an esthetician dictates the products used, observed dryness, and a check-in topic. Yuna proposes a structured note; the esthetician corrects the product name before saving it.