Calendar: Add Notes Per Appointment

Overview

In Stack, you can effortlessly add and track notes for individual appointments. These notes are visible in the Appointment Modal, allowing you to see contributions from various users. Additionally, you can access these notes in the Contacts & Conversations tab under the Notes section, providing a comprehensive history of interactions for each appointment.

How to Add Notes to an Appointment

1. Open the Appointment Modal.
2. Navigate to the Notes tab.
3. Click on Add Note.
4. Enter your note in the text box.
5. Click Save.

Each note will be saved with the name of the user who added it and the timestamp, creating a clear log of updates for every appointment.

Editing or Deleting Notes

• Edit: Update any note by editing it directly.
• Delete: Remove a note entirely if it’s no longer necessary.

Types of Notes in the Notes Section

User-Added Notes

These are notes manually added by users to the appointment.

Booker’s Additional Information

If your calendar includes a default form, any data entered by the booker in the Additional Information field during booking will appear in the notes section of the Appointment Modal. This ensures both the booker’s input and user-added notes for that specific appointment are visible.

Synced Notes from Third-Party Calendars

When your calendar is synced with third-party calendars like Google or Outlook (via two-way sync), any appointment descriptions or notes added in those calendars will also appear in the notes section of the Appointment Modal.

Important: Notes added in the Notes section of the Appointment Modal are not synced to your Google Calendar invite. These notes are for internal system use only. However, any notes or descriptions added to Google Calendar will sync back to your system in Stack if two-way sync is enabled.