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Sampson650's avatar
Sampson650
Copper Contributor
Feb 16, 2023

Bookings Feature - Missing a lot of information

Hello,

 

Would it be possible to have help on this topics, a customer booked a meeting with me - i cant see any of the notes, why cant there be a feature to fix this? Why not just add all the details in the booking - its a bit difficult unnecessarily to find more information

 

It says the below:

 

NOTE: This is a Multi customer booking. Log into Bookings to see customer information and notes for this event.

Booking Info
--------------------
Service name: Production - 30 minute Meeting
Location: United Kingdom

Internal Notes
-----------------------

When i log in i cant even see where the internal notes are? How do i see the internal notes, to see more information on the booking -

Also i dont even see which customer booked the meeting - i need that to be adviced on the actual booking.it just says you have a booking but it doesnt sync with who its booked with in my calander.

Please kindly help!

Bookings
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  • Forrest_H's avatar
    Forrest_H
    Steel Contributor
    Mar 16, 2023
    I found a location that displays the Notes
    It is in the Customer Record. If you select the Calendar, on the left side choose Customers.  Then chose a record and the Notes is available.
    Not very useful, so I will continue to look for how to have it sent in email or display in the Calendar Slot
    Also not sure if a Customer enters Notes on another Booking slot, if it Keeps the first or Overwrites when another Booking is made

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