How to Add, Edit, Change Appointment Notes/Comments

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5 comments

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    Lacy Shields

    So Happy its finally here!

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    Partings

    I expected a pop-up when the time hit the client's appointment, or when I checked in a client with a pop-up note added - not just when hovering over the note. We would love to actually have the note pop up on the screen once client is checked in so whoever is working the computer sees the pop-up and take necessary action.

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    Lacy Shields

    I agree, it should pop up on the screen. Its not really helping just giving it a different color than yellow. Please make it pop up on screen!

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    Cass Pierro

    Can you verify whether or not the client can see the appointment comment on their end? For example, if the receptionist adds a note about the client/service in the appt comment, will the client be able to see it when they log on to view their appts?

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    Charles I

    Hi Cass. You will be able to view an appointment comment that is made by the customer. However, if you type in an appointment comment, the customer will not be able to see this. As it pertains to making notes, the notes that are entered in the customer's profile as a General, Allergy, Formula, or Popup will not be visible to your clients. The notes will only be available to be viewed by your business. 

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