Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can take notes on each of your appointments through the Notes & Messaging tab that you'll find on your appointment detail page:

Image Removed

 Image Added


Whether or not a note was shared with your client is indicated by the open or closed lock symbol above the note:

...

Clicking the option to "Add Note", will let you add a private note to the appointment detail page so that just your staff who has access to the appointment can see it:

Image Removed

 Image Added


Once you click the Add Note button, the "Add New Note" window will appear where you can enter in whatever note you might want to make on the appointment:

Image RemovedImage Added

 


Now that you've added your private note, you'll see it under your Notes & Messaging tab where you can view the note and Edit it if need be or Delete it all together:

Image RemovedImage Added

From the screenshot above, you can tell that this is a private note by the lock icon next to the note type. You can add as many notes as you'd like to your appointments and keep track of them right from your appointment detail page.