Adding Initials for person who booked an appointment -
I
Initial Access
This allows for coaching around services being booked.
H
Hazel Sibbald
just use the 'Trail' feature. Go into the appointment, press 'Options' the trail history of the appointment is there, who booked etc etc etc
D
Denise Dinyon
Is there a reason you're not just using the Audit trail?
In the appointment - go to the bottom of the screen, click Options, then Audit. That gives you the whole appointment history.
M
Melysa Jiron
I changed the settings so it automatically logs you out after 5 mins of inactivity. That has helped us know when we audit it is most likely that person who is logged in.