Where to view the customer details optional notes?

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New Contributor

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.".

 

Screenshot 2020-05-13 at 16.30.03.png

 

 

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?

5 Replies

@redink 

The notes get saved in the candler booking appointment after internal notes which says '-----Note added by customer on Thursday, 14 May 2020 1:53 PM-----'. 

 

Hope that helps.

Ahh, I see. I did a little more testing, and the customer notes do not show if the appointment is a group booking :sad:

@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.

@AMcCain, you're right. Not very useful at all. We're using this for Teams-based webinars with external customers and everything is a group booking.

If it works it'd be great, but since it doesn't work, it should either be disabled or (better still) removed automatically when the group booking is configured.

@redink to extent on this... It's not possible to change a "groep service" meaning more than >1 attendees to a single service max "1 attendee".  You have to create a new service, max attendees 1 and you will be able to see details, optional notes and filled in custom field data (if you use custom fields).

 

If you have a multi customer booking, then you would need to view the information for each customer, as this information would be unique to each customer. You can open the booking details view as usual (by clicking on calendar item) , which will bring you to below detailed view: (attached 1).

1.jpg

 

Here click on the customer for which you wish to view the details. (see 2)

2.png

 

 

If required, you can make changes here and 'Update' or you can 'Discard' and go back to first view where list of customers is shown.