Calendar Notes


It may be necessary to add some important information to the Calendar page that will be shown along with bookings or you need to quickly block some period of time and indicate the reason.
That is why we have launched a new option Calendar Notes with time blocking functionality that makes it possible and now you can keep all the necessary things at hand.

How to use
1. By default there is one note type added for you in the system, but you can go to Manage -> Calendar Notes Types to add new note types and set the desirable colors for them.
Create notes types.png

2. When all types are ready for use navigate to Calendar page using the left-side menu.

3. Switch to Add note/Block time mode in the top right corner.
Add note mode calendar.png

4. Click on the free space in the Calendar table where you would like to insert the information or block time to get note popup form.

5. Check Time is blocked option to close the availability if needed, add the details to the textbox and select the assignee: you can add a note or close time per specific provider, service or everyone.
Block time and assignee for notes.png

6. To edit or delete the previously added note click on it to get the popup and use the needed function there.
Edit note-block time.png

Notes overview options
If you have checked Time is blocked such notes will have a bit brighter color compared to simple text notes.
Blocked vs not blocked.png

If you have added a note per provider it will be shown in Service Provider, Timeline, Day, Week and Month views.
Note per provider new.png

If you have added a note per service you will be able to see it in Service, Day, Week and Month views.
Note per service upd.png

The notes for Everyone are displayed in all calendar views.
Note for all upd.png

As well you can access the list of all the notes added, use filters and export notes to excel in Calendar notes report by navigating either directly from Calendar page or from Reports section in left-side menu.
All notes path upd.png

Notes report upd with block.png