- LAST UPDATE: 9/8/2015
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
Administrative users can add a variety of notes when creating Appointments. Notes can be "internal only" when not intended to be seen by your Customers, or added as "special instructions" included in email notifications.
Types of notes
Customer Notes (internal only)
Customer notes are for internal use only and attached to the customer profile. Within the customer profile, you will see a "Notes" link on the left side of the page. You will be able to add, edit and delete notes within the profile. Customer notes can also be viewed and added when adding or viewing the appointment details. The last 3 notes will be displayed with the appointment details. You can also include Customer Notes when running Appointment Reports and Customer Reports. When viewing the results of either report, all of the Customer Notes added to a customers profile will show on each line the customer is listed on the report.
Special Instructions from/for customers
The special instructions from/for customer can be added by the customer or staff member making the appointment. These notes will be included in the appointment confirmation e-mail notification to the customer and staff member.
Appointment Notes (internal only)
Appointment notes are specific to the appointment and are for internal viewing only. Appointment Notes should not be used to communicate with Customers.