Scheduling · 1 min read
Add Notes to an Appointment
You can add notes to individual appointments, such as prep details or what was discussed.
Add a note
- Open the appointment.
- Go to the Notes tab.
- Click Add Note.
- Type the note.
- Click Save.
Each note shows who added it and when, so you have a clear history.
Edit or delete
Open the note to edit it, or delete it if it's no longer needed.
Types of notes
- Your notes: anything your team adds.
- Booker's information: if your booking form asks for extra details, those answers show here too.