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dcarlsson9's avatar
dcarlsson9
Copper Contributor
Apr 26, 2022

Client adding note in Bookings

When my clients are booking an appointment they add the following information:

Name
Email
Phone number
Notes (optional)

Even if they add a note to the booked time, I can not see it. It is not in the bookings confirmation email which makes me wonder, how or where do I find this?

  • Forrest_H's avatar
    Forrest_H
    Steel Contributor
    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 a New Booking slot, if it Keeps the first or Overwrites when another Booking is made
  • Forrest_H's avatar
    Forrest_H
    Steel Contributor
    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 a subsequent Booking slot, if it Keeps the first or Overwrites when another Booking is made
  • deoreill's avatar
    deoreill
    Brass Contributor
    I don't see it in the notification email (and it doesn't show up in the client email either), but it does show up in my calendar. I have to open the event and scroll down.

    I wish that info, along with the other custom field info, was listed in the email notification.

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