Here you can create notes for a single Appointment or an entire Reservation.
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To Add a Note
Step 1:
Access Notes by double-clicking an appointment or
highlighting the appointment and then selecting "Note"
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Step 2:
Select "Add New"
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Step 3:
Specify if this Note is for an entire reservation or only for this single appointment
NOTE: A reservation note "type" will attach this note to every appointment in one reservation
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Step 4:
Enter a Description of this note, the date will automatically populate to the current date
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Step 5:
Select the appropriate Trigger Points
NOTE: You can set notes to be alerted at different times of visit, which is what we call Trigger Points
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Step 6:
Enter the body of the Note
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Step 7:
Select "Save" - you have added a Note!
NOTE: Bell icon will appear on appointment
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Optional
Enter an expiration date if this is a time-sensitive note
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Assign an Access Level
- Shared: Users who have the permission to view Notes can view
- Private: Only the Owner (you) can view
- Secured: Only Users with the permission to view Secured Notes can view
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Assign Importance – For informational purpose only
- Normal
- Urgent
Owner Will automatically populate with the User that is logged in
Delete a Note
Select “remove” to completely delete the Note.
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Select “edit” and flag as Inactive to keep the record of the Note.
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View appointment details like when it was booked, comments, Resources assigned, and Guest information.
Access Details by double-clicking an appointment or highlighting the appointment and then selecting "Detail."
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View a full audit trail of each action performed such as booking, confirming, price changes, cancelling, and tendering payment.
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Access History by double-clicking an appointment or highlighting the appointment and then selecting "History."
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Use this option to Refresh the Visual Book if in case any other users logged in book, edit, or cancel appointments
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Visual Book will automatically Refresh depending on your system’s configured settings.You can also refresh by selecting the icon at the top of the toolbar.
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