PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
Do you need a way to let staff communicate important information when logged in to AppointmentPlus?
The Notes & Reminders feature will give your staff the ability to add internal notes below the calendar/s in your AppointmentPlus account.
Why should we use it?
- Create notes all your staff can see, or only specific staff members can see.
- Set notes to show on specific days to remind your staff about important details.
How to Enable
- Click on the "Settings" tab
- Scroll down on the preferences list and select "General"
- Set Preference #7 to Yes
- Click the Update button
- Refresh your browser to see the Notes & Reminders section
NOTE: Only users with the access types Headquarters and Location Administrator can enable Notes & Reminders.
How It Works
Once enabled, The Notes & Reminders section will appear below the calendar/s to the left of your appointment grid. By default, the drop down to view notes will default to the “Today” option. However, you can use this drop down to view notes up to 30 days in the past or future, as well as view notes for all dates.
To add a new note, click on the “Add Note” button. Select what day the note should appear (Date), and what users should be able to see the note (To). Next, type your note in the Note box, and then click the “Add” button.
NOTE: Users cannot modify the “From” field when adding notes. The “From” section of each note will automatically include the Screen Name of the user that logged in and created the note.