Notes can be added to a booking in the calendar and to a customer record to enable you to store information for your team to refer to. This can be anything from their drink preferences to allergies and special requests, enabling you to offer a unique and personalized experience.
Please note: These are made only within the business side of Appointedd, on a booking or in the customer record, so they cannot be viewed by the customer.
🔖 How to add a note on a booking
Click on a booking in the calendar or in a customer record
Click the customers tab
Click the three does next to the customer
Click add notes
Type your note in the text box
Be sure to Add note to save your entry
Note: When you add a note to a recurring booking the note will be carried over and displayed on all bookings that are set to recur.
👀 How to view and edit notes on a booking
You can easily see whether a customer has any notes on a booking from the customers tab:
Click on the booking in the calendar or customer record
Click the customers tab
Type your note and click Update note to save changes
You can view this process in the GIF above.
From the Agenda view, bookings with notes will have an icon to indicate that there are notes added.
🗂️ How to add a note to a customer record
Go to the customer's record either by searching for them in the customers tab or by clicking their name in a booking and clicking customer page
Click the notes tab
Click add note
Type your note in the text box
You can also choose whether you would like to assign this note to a resource
Be sure to save note when finished.
If you have any feedback we would love to hear it 👂