Add notes and internal notes

Each appointment has two kinds of notes. Pick the right one so private details stay private.

When clients add a note while booking online, it's saved as the appointment's Notes.

Members with the User role can edit notes on their own appointments. Administrators and above can edit notes on anyone's.

Add notes while booking

In the Book Appointment form, turn on Notes or Internal Notes and type your text. The switches keep the form short when you don't need them.

Add or edit notes later

1. 1

   Step 1 of 3

   Find the appointment

   Go to Appointments.

2. 2

   Step 2 of 3

   Click the notes cell

   Click the appointment's Notes or Internal Notes cell.

   You will see:

   The Add Notes or Edit Notes dialog opens (or Add Internal Notes / Edit Internal Notes).

3. 3

   Step 3 of 3

   Save

   Type your text and click Add Notes or Update Notes (or Add Internal Notes / Update Internal Notes).

   You will see:

   A confirmation such as Appointment Notes Updated appears.

You can also change both kinds of notes in the Update Appointment form. Open it from the appointment's menu, or right-click the appointment on the calendar and choose Update.

To read the notes, click the appointment on the calendar. Its details show Notes and Internal Notes when they're filled in.

When clients can edit notes

Clients can change their notes through an Update link or their account until the appointment reaches a final status: Completed, No Show, Canceled or Declined. After that, only your team can change them. See Send a client a confirm, reschedule or review link.