Allow Notes/Tasks On Staff & Columns
under review
D
Defined
Feature to allow us to leave notes for the team / individuals
- Banner note for all team on appointment screen
- Individual notes for team members only visible when they log in
Cahir Hennessy
Merged in a post:
Notes to show on appointment diary
R
Rosie Worsley
a quick note/reminder to be visibly seen on the appointment screen on the clients appointment.
Cahir Hennessy
Merged in a post:
Please create a notes section at the top of the screen attached to each individual staff members day to enable us to leave notes for a particular staff member on that day.
K
Kelsey Kerr
Autopilot
Merged in a post:
can i have stickey notes running down the staffs collumn for example reminders ect..
A
Anthony Kalli
Autopilot
Merged in a post:
memo notes
M
Millie Godfrey
could we create a memo note option on the stylists name at the top of the screen for anything we would need to action on that day, for example sending deposit requests to a client due in the next week with them, making sure a stand test has been completed or that a patch test has been completed
S
Susie D
Im so surprised that this isnt a basic feature
Tomás de Vasconcellos
Merged in a post:
Client Appointment Note 'Prompt' Button
S
Sally Caudren
Can we have the appointment 'Prompt' button back please - that flags up client notes when their appointment is 'Checked in' on their arrival - this way we are aware about discounts or special occasions as they arrive. The current system has it but it has been taken off the updated system for some reason
Tomás de Vasconcellos
Merged in a post:
Showing the client notes under appointments
A
Amy Therapist
its super easy to miss notes as they are not shown under the appointment
Tomás de Vasconcellos
Merged in a post:
prompt/pop client note on client appointment.
A
Ailani M Caro
used to notify the person booking the appointment of specific client needs; extra time, long hair, always late, special rate, always gets blowdry with service,etc. - or a note that pops up when you hover over appointment like it already does for with services that client has booked that day.
And/or a pop note when booking the appointment like it already does when a stylist is double booked, but instead, to remind us "more time needed for kathy" or "Always late" or whatever the special client need is.
Tomás de Vasconcellos
Merged in a post:
Booking, Check-In & Check-Out Pop Ups are a Critical Need!
T
Terri Horch
We need this communication between the Back of House/Stylists/Technicians with the Front Desk. Important Messages that need to be communicated about or to Clients during these times - whether during Booking, Check-In and Check-Out - are Critical and are being missed. I see that Booking notes are In Process - but the Appointment Notes just get overlooked at Check-In and forgotten about by the time clients Check-Out. We need a POP UP that has to be clicked closed so it HAS to be read. For those who don't like Pop-Ups, don't enter information. But if Information IS needed - we should be able to Enter it and have it POP-UP at the necessary time - during Booking, Check-In or Check-Out. Please add this!
Tomás de Vasconcellos
Merged in a post:
POP UP
L
Liz Arian
When starting to book an appointment a pop up when the clients name is entered - if they need extra time or who not to book with or anything to help with the booking process.
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