Forum Discussion
redink
May 13, 2020Copper Contributor
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 ca...
redink
May 14, 2020Copper Contributor
Ahh, I see. I did a little more testing, and the customer notes do not show if the appointment is a group booking
AndrewCecka
Oct 15, 2021Brass Contributor
I am only replying to "redink" because they shared the group vs. individual booking information, and I wanted to capture this other issue.
This information helped me to find a workaround that is far from ideal. My appointments were set to group, so I deleted and recreated them all (another annoying issue, that you cannot just change them) as 1-person appointments. Now notes do show up in the calendar entry inside Bookings.
However, I still have to log in to Bookings for every single appointment to see if they added notes (which most do not) because there is no indication one way or the other. I have to do this for non-admin staff appointments as well since they cannot access this information using the Edit button. This is a significant waste of my valuable time.
It seems obvious that accommodation notes should be included in the emails and Outlook calendar entry for the assigned employees. They are the ones who will face the attendee. In our setting, they are in busy branch locations and moving rapidly between meetings, so having to contact their manager for something customer facing and critical (such a request for accommodation) is far from idea. This critical information should be very easy for assigned staff to find on their own.
This information helped me to find a workaround that is far from ideal. My appointments were set to group, so I deleted and recreated them all (another annoying issue, that you cannot just change them) as 1-person appointments. Now notes do show up in the calendar entry inside Bookings.
However, I still have to log in to Bookings for every single appointment to see if they added notes (which most do not) because there is no indication one way or the other. I have to do this for non-admin staff appointments as well since they cannot access this information using the Edit button. This is a significant waste of my valuable time.
It seems obvious that accommodation notes should be included in the emails and Outlook calendar entry for the assigned employees. They are the ones who will face the attendee. In our setting, they are in busy branch locations and moving rapidly between meetings, so having to contact their manager for something customer facing and critical (such a request for accommodation) is far from idea. This critical information should be very easy for assigned staff to find on their own.