How To Add Appointment Notes

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.

 

  • 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.