Forum Discussion
Where to view the customer details optional notes?
In the booking page there is an area for the customer to enter their details, with a text are for some optional notes, "Please let us know if you have any special requests.".
Where can staff see these notes? I've tested it and I cannot see the notes in the Calendar, nor in the e-mail sent to the staff member.
Any ideas?
Ahh, I see. I did a little more testing, and the customer notes do not show if the appointment is a group booking
redink We're trying to use this for a help desk counter on a university campus. We've allowed up to 4 appointments for the same time slot. But, as you said, when the student enters the information about why they need to make an appointment, that data is lost. When you open the appointment in outlook and look at each user, the data is gone. Not very useful.
sagark92 My notes only show up as a preview when I click on the calendar entry and they only show the first few words. When I double-click to open the full calendar entry, "customer notes" is blank. There is still no way for me to see the customer notes beyond the first few words, 15 months after the first post and right after a big update by MS.
- Glad to see I'm not the only person hitting my head on the desk trying to figure out why this hasn't been clean up already? I guess I will open a trouble ticket and see what support can do.
- I am trying to use bookings as a tool where an executive can book an appointment for an employee. I used the notes to enter the name of this employee. So I need the note to be seen at the appointment of the executive and in my bookings calender. Both does not work.
Is there another way to share an information that is set while booking an appointment with the customer and with me? Its unfortunate that there's no way to hide the field if it doesn't work for Group Bookings.
Microsoft, is this being investigated?ShivaUoM92 and redink
I am an independent advisor investigating this inquiry. After researching, I didn't find any resolutions, workarounds, or timelines on the MS roadmap.
However, @redink has a great idea; others could benefit from this functionality. I encourage all of you to add your specific requirements to Microsoft's Bookings feedback portal. This way, others can vote on it, and most importantly, Microsoft can add this feature in the next update - being optimistic 😁
If you find this information helpful, please mark it as the best answer or like it, which assists others with the same question.
Have a good day.
/Teresa
#traccreations4e
