Sometimes you have to add a note to a specific appointment in the calendar. This is useful for information related just to that appointment.
Here are the steps to add an appointment note to an appointment in the calendar.
- Choose the Calendar Menu
- Create an New Appointment in the Calendar (full instructions are here for creating an appointment)
- When adding the appointment, you can click below Appointment Note to add your note.
- Once you’re finished you can click on the newly created appointment.
- In the drawer that slides out, click on the Notes tab at the top of the screen.
- The appointment notes are shown at the top of the notes area.
Please note this is an “appointment note” only. For details on how to create a note for a client, please see the lesson on Adding Client Notes.