Appointment Notes

Appointment notes are specific notes about each appointment. Clients can enter appointment notes during the checkout process when booking online, and staff members can add them to the appointment modal. In this article, we will walk through how to create/edit appointment notes. 

Things to know: 

• Appointment notes are sorted in reverse chronological order by appointment date, then within each appointment date by the last edited date.
• There is no limit to the number of notes. Additional notes can be accessed by clicking on the next page
• You can "pin" specific notes to keep them on top at all times. Pinned notes can also be "unpinned".
• Future appointments will reflect any notes added to appointments in the past. This means that if an appointment was scheduled for Holly on June 16 and July 10 and the June 16 appointment has notes added then the appointment notes will also show up on the July 10 appointment.

Contents

• Add Appointment Notes
• Edit/Delete Appointment Notes
• View/Edit Notes on Appointment Modal

Add Appointment Notes

1. Locate the appointment to which you want to add a note
2. Click on the appointment to open it
3. Select the Notes tab                               
4. All the notes that the client or staff member added are listed under Appointment Notes. By selecting "Add a note to this appointment", you can add your own note                                                                                                                                                                                                                                                                                                                                                                                                          
5. The name of the staff member who wrote or edited the note will appear next to the timestamp. Each time the note is edited, the timestamp will be updated. 
6. Clicking "Show Previous Notes" displays notes made on past and future appointments

Once the note has been saved, you can view it from the appointment. 

To add attachments to appointment notes

1. Locate the appointment to which you want to add a note attachment
2. Click on the appointment to open it
3. Select the Notes tab   
4. On the new or existing appointment note, click the paper clip                                                                                                                                                                                                                                                                                                                                                                                
5. Select the file
6. Save                                                                                                                                                                                                                                                                                                                                                                                                                                                                            

To edit or delete appointments notes:

1. Hover over the appointment notes
2. Click the pencil icon to remove or edit the notes in the field                                                                                                                                                                                                                                                                                                                                                  
3. Save

For more information contact us at support@mytime.com. 

Related Article:

Print Appointment/Client/Pet/Auto Notes