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Created page with "{{#seo: |title=Calendar Notes- SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online,..."
{{#seo:
|title=Calendar Notes- SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, notes, adding notes to calendar, notes to breaktimes
}}
<br><br><br><br>
It may be necessary to add some important information to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page that will be shown along with bookings or you have added a breaktime and need to remember the reason.<br>
That is why we have launched a new option Calendar Notes that makes this possible and now you can keep all the necessary things at hand.
<br><br><br><br>
;How to use:
:1. By default there is one note type added for you in the system, but you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar Notes Types</span> to add new note types and set the desirable colors for them.
[[File:Create notes types.png |border|center]]
<br><br>
:2. When all types are ready for use navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page using the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">left-side menu.</span>
<br><br>
:3. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note</span> mode in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">top right corner.</span>
[[File:Switch to notes mode.png |border|center]]
<br><br>
:4. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">free space</span> in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar table</span> where you would like to insert the information to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
<br><br>
:5. Add the details to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">textbox</span> and select the assignee: you can add a note per <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">specific provider,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">service</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">everyone.</span>
[[File:Note creation note for.png|border|center]]
<br><br>
:6. To edit or delete the previously added note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on it</span> to get the popup and use the needed function there.
[[File:Edit or delete note.png|border|center]]
<br><br>
<br><br>
;Notes overview options:
:If you have added a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">per provider</span> it will be shown in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Provider,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Timeline,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Day,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Week</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Month</span> views.
[[File:Provider note preview.png|border|center]]
<br><br>
:If you have added a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">per service</span> you will be able to see it in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Day,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Week</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Month</span> views.
[[File:Service note preview.png|border|center]]
<br><br>
:The notes for <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Everyone</span> are displayed in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">all calendar views.</span>
[[File:Everyone note preview.png|border|center]]
<br><br>
:As well you can access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the list of all the notes</span> added, use filters and export notes to excel in Calendar notes report that can be accessed either directly from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar page</span> or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> section in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">left-side menu.</span>
[[File:Notes report path.png |border|center]]
<br><br>
[[File:Notes report look.png|border|center]]
<br><br><br><br>
|title=Calendar Notes- SimplyBook.me
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, notes, adding notes to calendar, notes to breaktimes
}}
<br><br><br><br>
It may be necessary to add some important information to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page that will be shown along with bookings or you have added a breaktime and need to remember the reason.<br>
That is why we have launched a new option Calendar Notes that makes this possible and now you can keep all the necessary things at hand.
<br><br><br><br>
;How to use:
:1. By default there is one note type added for you in the system, but you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar Notes Types</span> to add new note types and set the desirable colors for them.
[[File:Create notes types.png |border|center]]
<br><br>
:2. When all types are ready for use navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page using the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">left-side menu.</span>
<br><br>
:3. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note</span> mode in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">top right corner.</span>
[[File:Switch to notes mode.png |border|center]]
<br><br>
:4. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">free space</span> in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar table</span> where you would like to insert the information to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
<br><br>
:5. Add the details to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">textbox</span> and select the assignee: you can add a note per <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">specific provider,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">service</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">everyone.</span>
[[File:Note creation note for.png|border|center]]
<br><br>
:6. To edit or delete the previously added note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on it</span> to get the popup and use the needed function there.
[[File:Edit or delete note.png|border|center]]
<br><br>
<br><br>
;Notes overview options:
:If you have added a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">per provider</span> it will be shown in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service Provider,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Timeline,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Day,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Week</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Month</span> views.
[[File:Provider note preview.png|border|center]]
<br><br>
:If you have added a note <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">per service</span> you will be able to see it in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Day,</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Week</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Month</span> views.
[[File:Service note preview.png|border|center]]
<br><br>
:The notes for <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Everyone</span> are displayed in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">all calendar views.</span>
[[File:Everyone note preview.png|border|center]]
<br><br>
:As well you can access <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the list of all the notes</span> added, use filters and export notes to excel in Calendar notes report that can be accessed either directly from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar page</span> or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> section in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">left-side menu.</span>
[[File:Notes report path.png |border|center]]
<br><br>
[[File:Notes report look.png|border|center]]
<br><br><br><br>
