thread Re: Is there a place for appointment notes? in Archived Discussions (Read Only)

Is there a place for appointment notes?

massagesci — Sun, 24 Jul 2016 19:18:26 GMT

I'm a massage therapist and I would like to know if there's a place to jot down a few appointment notes that I can refer back to later?

Re: Is there a place for appointment notes?

Sean — Mon, 25 Jul 2016 20:25:33 GMT

You bet ya! You've actually got a couple different places that you can add notes.

1) You can add a note to an appointment directly from the Calendar tab on the Appointment Dashboard. Just tap on the appointment, and then fill in the "Appointment Notes" section. Also, under that client's history, you see all the notes listed from previous appointments.

2) You can add a note directly from the Appointments app for iOS. Similar to the dashboard, just tap a reservation and then fill in the "Appointment Notes" section.

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

How To: Add receipt notes when creating an appointment via Square website?

davidminnick — Tue, 21 Aug 2018 17:48:15 GMT

When building an appointment via the dashboard/appointments/calendar, only a "service" can be added, no option for "item". Unless I'm missing something, you cannot create a note for a service. Ultimately, I'm needing a note to appear on the reciept. So far, I can only do that by going onto my phone/tablet, adding the item to the appointment created online and then adding a note (that will show up on the receipt).

Example, I have a client that has many business travelers. The charge/receipt goes to the Admin that books the travel with me. She needs a note on each receipt to know which receipt is for which travel event. Each traveler is a "customer" in my system, using the Admin's credit card on file. The "service" I add defines what is taking place (shuttle to/from the airport).

"Why not just do this on your phone/tablet?" It is infinitely easier for me to copy/paste the travel request text into the appointment using the online dashboard website, however, there is nothing I can do online that will make a note appear on the receipt.

It is counter-productive to offer the ability to create an appointment but not add an item. What is the logic in this?

Re: Is there a place for appointment notes?

radrebecca — Tue, 30 Apr 2019 13:49:10 GMT

are these notes private? Will I be the only one to see them? Not the customer?

Re: Is there a place for appointment notes?

nika — Wed, 01 May 2019 20:49:18 GMT

Appointment notes are only visible to you, @radrebecca! 💯

Re: Is there a place for appointment notes?

LaPetiteTarte — Thu, 02 Jan 2020 07:24:01 GMT

Hi,

Wondering if I can update the "client notes" using a web browser? I can update the client notes using the app but not using a web browser.

Thanks

Re: Is there a place for appointment notes?

nika — Fri, 03 Jan 2020 16:21:08 GMT

@LaPetiteTarte Did you check out Sean's answer above? If you click on an appointment from your Dashboard calendar, you'll see a section that says Appointment Notes. That's where you can find that info!

Re: Is there a place for appointment notes?

LaPetiteTarte — Sat, 04 Jan 2020 01:46:48 GMT

I did see that, thanks @nika 😉but there is also another section called "client notes" which i'd also love to be able to edit from my dashboard.

Re: Is there a place for appointment notes?

Cmqlmt — Thu, 10 Sep 2020 14:45:16 GMT

Can clients see the notes or are they private and only I can read? Thanks so much for any help!

Re: Is there a place for appointment notes?

Kassi_ — Fri, 11 Sep 2020 21:50:33 GMT

Welcome to the Community, @Cmqlmt -

Any notes added to the appointment is only viewable by staff.

Please let me know if you have any other questions.

Re: Is there a place for appointment notes?

Cmqlmt — Sat, 12 Sep 2020 21:15:32 GMT

Thank you so much! Appreciated!

Re: Is there a place for appointment notes?

sallyannhiltz7 — Fri, 29 Jan 2021 17:22:13 GMT

I can't seem to find the notes I put in under clients. Am I doing something wrong that it's not saving the notes I put in?

Re: Is there a place for appointment notes?

Kassi_ — Sun, 31 Jan 2021 17:53:37 GMT

Hey there, @sallyannhiltz7 -

Welcome to the Community!

Just to confirm - are you looking to make a note on the customer in their profile or the appointment they are booking?

Notes directly under the customer's profile can be done through the Customer Directory and clicking on their profile.

Unfortunately, there isn't an option to make a note under the Appointment when booking it.

Please let me know if you have any other questions.

g aRe: How To: Add receipt notes when creating an appointment via Square website?

LaPetiteTarte — Tue, 16 Feb 2021 23:40:26 GMT

Re: Is there a place for appointment notes?

Minaci1 — Sat, 29 Jan 2022 13:47:07 GMT

Wait I’m confused there are appointment notes (viewable only by staff) and then notes in their actual client profile. Can they see/ edit the general notes in their client profile are are those private to me as well?

Re: Is there a place for appointment notes?

jbmccallpclc — Fri, 04 Mar 2022 02:03:15 GMT

Hi Sean,

Thanks for the reply. Can clients see the Notes I put in. I'd like to jot down notes that the are able to have access to.