Appointment Audit Trail

[anniemcg]

I would like to be able to see the edit history for a given appointment: Who changed what, how, when, and with which device.

People make mistakes, systems make mistakes, and when they happen it doesn't feel easy to figure out what happened with the information presented in the current interface. Having an audit trail helps us have the right conversations with employees and customers to understand what went wrong and how to best avoid making the same errors.

This is an expansion on a previous request, and one of my biggest pet-peeves with Square Appointments: The notification message that we get when an appointment has been rescheduled should include the original time slot, not just the new one!

[Stacelyn24]

Yes!! I 100% agree with this — having an appointment audit trail would be so helpful, especially when you’re managing a team or trying to troubleshoot client mix-ups. Not being able to see who changed what (and when) makes it tough to get clarity or have productive conversations when something goes sideways.

And yes to the reschedule notifications showing the original time too — it’s such a small change that would make a huge difference in daily operations.

[JJ_]

Hello @anniemcg! We appreciate your Feature Request submission. I've moved it to the "Open" status, allowing other sellers to share their use cases. This will help strengthen your idea and highlight its necessity. We'll later review the most popular requests in the "Open for Votes" status for product team consideration. To other sellers, please “like” this post and comment on how this feature could benefit your business, emphasizing its importance.

[t_n_s]

+1 we have multiple managers optimizing schedule many times and in addition customers rescheduling on their own, audit trail would really help to keep track what and when changed. Ideal audit trail could be something like this 
- {employee_name} created appointment at {date_time}

- {employee_name} added {service_name} at {date_time}

- {client_name} rescheduled appointment from {date_time} to {date_time} at {date_time}

- {employee_name} rescheduled appointment from {date_time} to {date_time} at {date_time}

- {employee_name} changed staff on {service_name} from {employee_name} to {employee_name} at {date_time}

- {client_name} cancelled appointment at {date_time}

[essentialnails]

Yes! Would love this feature! I second that this would promote more productive conversations when a mistake with a booking occurs.