What's New?
We’ve introduced a new feature that allows users to
add and track notes
for individual appointments. These notes can be viewed, edited, and deleted in the Appointment Modal and will also appear in the Notes section under the Contacts & Conversations tab.
Additionally, notes added through two-way sync for
third-party calendars
(like Google or Outlook) will be automatically reflected in the system. Along with this,
bookers' responses
in the "
Additional Information
" field of the
default
booking
form
are now visible in the appointment's notes section for easier access.
How to Use?
  • Navigate to the
    Appointment Modal
    and select the
    Notes
    Tab.
  • Click on
    Add Note
    , type the information, and hit Save.
  • Notes will show the name of the user who added them and the timestamp.
  • You can also edit or delete notes as needed.
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