Managing individual appointments effectively is essential for maintaining strong relationships and capturing all relevant information. One valuable feature of this process is the ability to add and track notes for each appointment. This functionality allows users to keep detailed records that can be easily accessed, edited, or deleted as needed.
Notes added through the Appointment Modal not only enhance organisation but also integrate seamlessly with third-party calendar systems like Google and Outlook, ensuring that all updates are synchronised. Furthermore, the information provided by bookers in the "Additional Information" field of the default booking form will also appear in the appointment notes, facilitating quick reference and improved accessibility.
To add notes, navigate to the Calendars section in your account and select an appointment from the Calendars view.
Within the Appointment modal, select the Notes Tab and click the "Add Note" button.
A text entry field will appear, allowing you to type in your note. Be sure to include relevant details that will improve the quality of your service! Once you have entered the information, click the Save button to ensure that your note is securely stored and associated with the appointment.
Saved notes can be accessed within the Appointment modal or the Notes section within the Contact card. Each note you add will automatically display the name of the user who created it, along with a timestamp indicating when it was added. This feature enhances accountability and allows you to track changes or updates made to the appointment notes over time, providing context for future interactions.
Navigate to the Notes section of the appointment modal to retrieve the added note.
Alternatively, head to the Contacts tab within your account and select the notes section located on the upper right-hand section of the screen to view appointment notes associated with the contact.
Should you need to make adjustments to any existing notes, you can easily edit them by clicking the Edit option corresponding to the note. After making the necessary changes, remember to save your edits. If a note is no longer relevant, you also have the option to delete it, ensuring that your notes remain concise and relevant to your current needs.
Incorporating notes into your appointment management process enhances communication and clarity regarding each interaction. By leveraging this feature, you can ensure that all pertinent information is readily available, ultimately leading to more informed decision-making and improved service delivery.
