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How do I take appointment notes?
How do I take appointment notes?

Notes for a specific appointment

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

You are able to take and save notes for a specific appointment in Schedulista. Notes are strictly for your view and will not be shared with clients.

You can also add and view appointment notes through the mobile app.

Contents in this article:

  • Adding notes to an existing appointment

  • Adding notes when setting an appointment

Adding notes to an existing appointment

Notes about a specific appointment can be accessed and saved through the Calendar

Click an appointment on your calendar to open and edit it. Scroll down to the Appointment Notes field to enter something specific about the appointment.

Adding notes when setting an appointment

As you are setting a new appointment for a client on your calendar, you can enter notes in the Appointment Notes field.

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