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Manage Appointment Notes

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Jamie B
  • Updated

Appointment notes help keep track of special requirements, reminders, requests, or comments for an upcoming appointment. These notes can be added by either the business when booking the appointment or by the customer when they book their appointment online, but they are visible only to the business. Any appointments with a note are marked with a Note appointment_note.png icon on the Calendar. Here's an example of how a customer would enter an appointment note online:

Customer_2x.png

Important

Appointment notes are only visible to the business owner, not the customer.

Prerequisites: This feature is available for all Vagaro businesses.

What in this Article?

Add a Note When Booking an Appointment

You can add a note to an appointment when you're scheduling it.

Vagaro Pro App

To add an appointment note at the time of booking:

add_appointment_notes_vpro_2x.png

  1. Go to the Calendar.

  2. Select a timeslot on the Calendar, then select New Appointment.

    create_new_appointment_vpro_2x.png

  3. Set up the new appointment.

  4. Enter an Appointment Note.

  5. Add any additional details to the booking.

  6. Select Book.

Web Version

To add an appointment note at the time of booking:

  1. Go to the Calendar.

  2. Select a timeslot on the Calendar, then select New Appointment.

    new_appointment_web_2x.png

  3. Set up the new appointment.

  4. Enter an Appointment Note.

    add_appointment_notes_web_2x.png

  5. Add any additional details to the booking.

  6. Select Book.

Add or Edit an Appointment Note to an Existing Appointment

You can add appointment notes to existing appointments at any time, or you can update notes that were already added.

Vagaro Pro App

To add or edit a note to an existing appointment:

  1. Select an appointment on the Calendar screen, then select Edit.

    appointment_note_vpro_2x.png

  2. Scroll down to Appointment Notes and enter any comments. Any notes your customer added when booking can be added upon or edited here.

    add_appointment_notes_vpro_2x.png

  3. Select Save to finalize.

Web Version

To add or edit a note to an existing appointment:

  1. Select an appointment on the Calendar, then select Edit.

    edit_appointment_web_2x.png

  2. Enter your comments in the text box under Appointment Note. Any notes your customer added when booking can be added upon or edited here.

    add_appointment_notes_web_2x.png

  3. Select Save.

Viewing an Appointment Note

You can view appointment notes on the Calendar. Any appointments with a note will be marked with the Note appointment_note.png icon.

Vagaro Pro App

To view appointment notes:

Select an appointment on the Calendar. The note is displayed below the customer's name and appointment summary.

appointment_note_vpro_2x.png

Web Version

To view appointment notes:

Hover over an appointment on the Calendar to view the appointment's summary. The appointment note is located at the bottom of the popup.

hover_web_2x.png

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