Adding Calendar Notes To Appointments / Sessions

This article shows how to add calendar notes to appointments / sessions

Calendar Notes for Appointments and Sessions

 

NOTE:

Recurring appointment/session notes are not currently supported.

Selecting Apply Change(s) To Future Visits before updating an appointment or session with a note will not apply that note to all future appointments/session dates.

 

To add a note to an appointment or session, click on the appointment or session from the main schedule, a staff schedule on their profile, an individual student's lesson schedule, or the session view for sessions.

 

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Enter the note for staff and click Update to save your note to the appointment/session. 

 

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Appointments / Sessions with notes are indicated at a glance by the note icon and the note is displayed whenever you hover over the appointment or session date. 

 

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Additionally, the assigned staff for that appointment/session will see the note on their staff schedule or in the session view if assigned to a session. 

 

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