Can we please get a POP-UP that actually pops- up ???

[gingerlywax]

Can we please get a POP-UP that actually pops up??? Sadly it is not viewable on our end when a customer is requesting an appointment. Therefore, every time a client books, which is all day long, we need to go into the customer directory and double check for any important info in their pop-up. We will then go back to the pending appointment and add the important appropriate notes within the popup into the appointment. This can be time consuming and would be so much more efficient if it was viewable within their pending appointment. Am I missing something? Can anyone help me out? I have been asking for this since 2019! Thank you in advance. 🧡 🐝 🙏

[Summer2024 · Accepted solution]

Hi, @gingerlywax ! 

Currently, customer “pop-up notes”  aren’t automatically visible within pending appointment requests. They only appear when viewing or editing that customer’s profile directly, which I understand adds extra steps to your workflow.

Being able to see those notes as soon as a customer books or requests an appointment would make things much more efficient, especially for busy teams. I have shared this feedback several times with our product team, and your ongoing input reinforces how valuable this update would be.

In the meantime, here are a couple of temporary workarounds that may help:

1. Add critical notes to appointment titles or descriptions. For example, you can include key info (like “Allergy: Beeswax” or “VIP Client”) directly in the appointment or service name for quick visibility.

2. Use customer tags such as tagging clients with keywords (e.g., “Sensitive Skin” or “Special Instructions”) allows you to quickly filter or identify them when confirming bookings.

I know this isn't the update you were wanting, but I wanted to provide some insight on some workarounds at least. 

I hope this helps!