PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
When making appointments, customers and staff members have the ability to add notes to the appointment details. Notes can be internal only for staff members, or intended for the customer and staff members to see. See Figure 1, to see an outline of the three 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.
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. These notes are intended to be used for the specific appointment they are added to.
22nd of November, 2013