What is the difference between Customer Notes, Appointment Notes, and Special Instructions?

  • 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.

 

Appointment/Customer Notes
Figure 1 - Appointment/Customer Notes

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.



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Visitor Comments

  1. Comment #4 (Posted by Shawn - KB Staff)
    Colton We do not have a setting available to remove the customer notes or appointment notes.
  2. Comment #3 (Posted by Colton)
    Is there a way to delete the Appointment Notes and Client Notes box's altogether?
  3. Comment #2 (Posted by Mike - KB Staff)
    Anonymous - Customer notes are only viewable for your internal staff members only. I have updated the article to clear up some terminology.
  4. Comment #1 (Posted by Anonymous)
    This isn't clear: "Every time appointments are made for this client, these notes will display." Will Client Notes display only for the admin, or can the client see them also?

Article Details

Last Updated
22nd of November, 2013

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