x
massagesci

Is there a place for appointment notes?

I'm a massage therapist and I would like to know if there's a place to jot down a few appointment notes that I can refer back to later?

Tags (1)
Message 1 of 8
5,502 Views
1 Best Answer

Accepted Solutions
Highlighted
Sean Square

Re: Is there a place for appointment notes?

Best Answer

You bet ya! You've actually got a couple different places that you can add notes.

 

1) You can add a note to an appointment directly from the Calendar tab on the Appointment Dashboard. Just tap on the appointment, and then fill in the "Appointment Notes" section. Also, under that client's history, you see all the notes listed from previous appointments. 

 

Screen_Shot_2016-07-24_at_12_24_58_PM.jpg

 

2) You can add a note directly from the Appointments app for iOS. Similar to the dashboard, just tap a reservation and then fill in the "Appointment Notes" section.

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

 

View Best Answer >

Message 2 of 8
7,366 Views
7 REPLIES 7
Highlighted
Sean Square

Re: Is there a place for appointment notes?

Best Answer

You bet ya! You've actually got a couple different places that you can add notes.

 

1) You can add a note to an appointment directly from the Calendar tab on the Appointment Dashboard. Just tap on the appointment, and then fill in the "Appointment Notes" section. Also, under that client's history, you see all the notes listed from previous appointments. 

 

Screen_Shot_2016-07-24_at_12_24_58_PM.jpg

 

2) You can add a note directly from the Appointments app for iOS. Similar to the dashboard, just tap a reservation and then fill in the "Appointment Notes" section.

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

 

View Best Answer >

Message 2 of 8
7,367 Views
Highlighted
radrebecca

Re: Is there a place for appointment notes?

are these notes private? Will I be the only one to see them? Not the customer?

Message 3 of 8
2,384 Views
Highlighted
Admin

Re: Is there a place for appointment notes?

Appointment notes are only visible to you, @radrebecca💯

Message 4 of 8
2,372 Views
Highlighted
LaPetiteTarte

Re: Is there a place for appointment notes?

Hi,

Wondering if I can update the "client notes" using a web browser? I can update the client notes using the app but not using a web browser.

 

Thanks

Message 5 of 8
555 Views
Highlighted
Admin

Re: Is there a place for appointment notes?

@LaPetiteTarte Did you check out Sean's answer above? If you click on an appointment from your Dashboard calendar, you'll see a section that says Appointment Notes. That's where you can find that info!

Message 6 of 8
524 Views
Highlighted
LaPetiteTarte

Re: Is there a place for appointment notes?

I did see that, thanks @Nika_S  😉but there is also another section called "client notes" which i'd also love to be able to edit from my dashboard.

Message 7 of 8
513 Views
Highlighted
davidminnick

How To: Add receipt notes when creating an appointment via Square website?

When building an appointment via the dashboard/appointments/calendar, only a "service" can be added, no option for "item". Unless I'm missing something, you cannot create a note for a service. Ultimately, I'm needing a note to appear on the reciept. So far, I can only do that by going onto my phone/tablet, adding the item to the appointment created online and then adding a note (that will show up on the receipt).

Example, I have a client that has many business travelers. The charge/receipt goes to the Admin that books the travel with me. She needs a note on each receipt to know which receipt is for which travel event. Each traveler is a "customer" in my system, using the Admin's credit card on file. The "service" I add defines what is taking place (shuttle to/from the airport). 

"Why not just do this on your phone/tablet?" It is infinitely easier for me to copy/paste the travel request text into the appointment using the online dashboard website, however, there is nothing I can do online that will make a note appear on the receipt.

It is counter-productive to offer the ability to create an appointment but not add an item. What is the logic in this?

Message 8 of 8
3,774 Views