Keeping clear notes on each appointment helps your team stay on the same page and makes every follow-up more informed. You can add, edit, and delete notes directly from the appointment view, and anything added through the Appointment Modal will sync with connected calendar systems like Google and Outlook. If a booker fills in the "Additional Information" field on the default booking form, that information will also appear in the appointment notes for quick reference.
Adding Notes to Appointments
To add notes, navigate to the Calendars section in your account and select an appointment from the Calendars view.
Within the Internal Notes tab, click the "Add Note" button.
A text entry field will appear where you can type your note. Include any relevant details that will help your team during their interaction with the customer. Once you're done, click Save to store the note against the appointment.
Viewing Notes
Saved notes can be accessed within the Appointment modal or the Notes section of the Contact card. Each note displays the name of the user who created it and a timestamp showing when it was added, so you can track changes and have context for future interactions.
Navigate to the Notes section of the appointment modal to retrieve a saved note.
Alternatively, head to the Contact or Conversation tab and select the notes section.
In the Contacts tab, this is in the upper right-hand section of the screen.
In the Conversations module, notes are in the section indicated by a dog-eared page.
📌Note: Notes added directly on the contact will not sync back to the appointment. To make sure notes sync properly, add them in the appointment editing module.
If you need to update an existing note, click the Edit option next to it, make your changes, and save. If a note is no longer relevant, you can delete it to keep things tidy.
Adding notes to your appointments keeps communication clear and ensures your team always has the context they need going into each interaction.