Calendar Notes - Revision history

Admin at 17:37, 30 January 2026

2026-01-30T17:37:02Z

← Older revision		Revision as of 17:37, 30 January 2026
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	{{#seo:		{{#seo:
	\|title=Calendar Notes- SimplyBook.me		\|title=Calendar Notes- SimplyBook.me
	\|description=Add ~~private~~ notes to ~~your~~ calendar ~~for better organization~~. ~~Track~~ important ~~details effortlessly~~. ~~Learn how to use this feature!~~		\|description=Add color-coded notes to calendar. Create note types, attach to bookings. Communicate important info visually on admin calendar. Streamline appointment manag...
	\|titlemode=append		\|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		\|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

Admin: Marked this version for translation

2025-05-19T09:15:58Z

Marked this version for translation

← Older revision		Revision as of 09:15, 19 May 2025
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	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Calendar Notes- SimplyBook.me		\|title=Calendar Notes- SimplyBook.me
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	<translate>		<translate>

			<!--T:2-->
	<br><br><br><br>		<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 need to quickly block some period of time and indicate the reason.<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 need to quickly block some period of time and indicate the reason.<br>
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	<translate>		<translate>
			<!--T:3-->
	;How to use:		;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.		: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.
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	</translate>		</translate>
	<translate>		<translate>
			<!--T:4-->
	: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>		: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>		<br><br>
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	<translate>		<translate>
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	: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>		: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
	<br><br>		<br><br>
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	</translate>		</translate>
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			<!--T:6-->
	: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.		: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:Click on note to update redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e0/Click_on_note_to_update_redesigned.png]]		[[File:Click on note to update redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e0/Click_on_note_to_update_redesigned.png]]
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	: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.		: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:Services notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/0b/Services_notes_view_redesigned.png]]		[[File:Services notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/0b/Services_notes_view_redesigned.png]]
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	[[File:Notes report with filter redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]		[[File:Notes report with filter redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]
	<br><br><br><br>		<br><br><br><br>
	</translate>		</translate>

Admin at 09:15, 19 May 2025

2025-05-19T09:15:53Z

← Older revision		Revision as of 09:15, 19 May 2025
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			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Calendar Notes- SimplyBook.me		\|title=Calendar Notes- SimplyBook.me
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	\|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		\|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
	}}		}}
			</translate>
			<translate>

	<br><br><br><br>		<br><br><br><br>
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	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.		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.
	<br><br><br><br>		<br><br><br><br>
			</translate>
			<translate>
	;How to use:		;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.		: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 note type flow redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/a1/Create_note_type_flow_redesigned.png]]		[[File:Create note type flow redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/a1/Create_note_type_flow_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	: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>		: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>		<br><br>
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	[[File:Note mode calendar redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/b/b7/Note_mode_calendar_redesigned.png]]		[[File:Note mode calendar redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/b/b7/Note_mode_calendar_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>		: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
	<br><br>		<br><br>
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	[[File:Adding note to block time redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/43/Adding_note_to_block_time_redesigned.png]]		[[File:Adding note to block time redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/43/Adding_note_to_block_time_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	: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.		: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:Click on note to update redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e0/Click_on_note_to_update_redesigned.png]]		[[File:Click on note to update redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e0/Click_on_note_to_update_redesigned.png]]
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	[[File:Providers notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/95/Providers_notes_view_redesigned.png]]		[[File:Providers notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/95/Providers_notes_view_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	: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.		: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:Services notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/0b/Services_notes_view_redesigned.png]]		[[File:Services notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/0b/Services_notes_view_redesigned.png]]
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	[[File:All notes list path redesigned.png\|1200px \|border\|center\|link=https://help.simplybook.me/images/d/d9/All_notes_list_path_redesigned.png]]		[[File:All notes list path redesigned.png\|1200px \|border\|center\|link=https://help.simplybook.me/images/d/d9/All_notes_list_path_redesigned.png]]
	<br><br>		<br><br>
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	[[File:Notes report with filter redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]		[[File:Notes report with filter redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]
	<br><br><br><br>		<br><br><br><br>
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Admin at 15:56, 6 December 2024

2024-12-06T15:56:22Z

← Older revision		Revision as of 15:56, 6 December 2024
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	{{#seo:		{{#seo:
	\|title=Calendar Notes- SimplyBook.me		\|title=Calendar Notes- SimplyBook.me
			\|description=Add private notes to your calendar for better organization. Track important details effortlessly. Learn how to use this feature!
	\|titlemode=append		\|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		\|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

Admin at 12:07, 5 August 2024

2024-08-05T12:07:05Z

← Older revision		Revision as of 12:07, 5 August 2024
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	;How to use:		;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.		: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]]		[[File:Create note type flow redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/a1/Create_note_type_flow_redesigned.png]]
	<br><br>		<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>		: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>		<br><br>
	:3. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note/Block time</span> mode ~~in the~~ <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">~~top right corner~~.</span>		:3. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note/Block time</span> mode <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">above the calendar.</span>
	[[File:~~Add note~~ mode calendar.png \|border\|center]]		[[File:Note mode calendar redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/b/b7/Note_mode_calendar_redesigned.png]]
	<br><br>		<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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>		: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
	<br><br>		<br><br>
	:5. Check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> option to close the availability if needed, 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 or close time 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>		:5. Check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> option to close the availability if needed, 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 or close time 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:~~Block~~ time ~~and assignee for notes~~.png\|border\|center]]		[[File:Adding note to block time redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/4/43/Adding_note_to_block_time_redesigned.png]]
	<br><br>		<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.		: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~~ note~~-block time~~.png\|border\|center]]		[[File:Click on note to update redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/e/e0/Click_on_note_to_update_redesigned.png]]
	<br><br>		<br><br>
	<br><br>		<br><br>
	;Notes overview options:		;Notes overview options:
	:If you have checked <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> such notes will have a bit brighter color compared to simple text notes.		:If you have checked <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> such notes will have a bit brighter color compared to simple text notes.
	[[File:Blocked vs not blocked.png\|border\|center]]		[[File:Blocked vs not blocked note redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d5/Blocked_vs_not_blocked_note_redesigned.png]]
	<br><br>		<br><br>
	: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.		: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:~~Note per provider new~~.png\|border\|center]]		[[File:Providers notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/9/95/Providers_notes_view_redesigned.png]]
	<br><br>		<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.		: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:~~Note per service upd~~.png\|border\|center]]		[[File:Services notes view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/0/0b/Services_notes_view_redesigned.png]]
	<br><br>		<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>		: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:Note for ~~all upd~~.png\|border\|center]]		[[File:Note for everyone view redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/a/ad/Note_for_everyone_view_redesigned.png]]
	<br><br>		<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 by navigating 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>		: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 by navigating 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:All notes path ~~upd~~.png \|border\|center]]		[[File:All notes list path redesigned.png\|1200px \|border\|center\|link=https://help.simplybook.me/images/d/d9/All_notes_list_path_redesigned.png]]
	<br><br>		<br><br>
	[[File:Notes report ~~upd~~ with ~~block~~.png\|border\|center]]		[[File:Notes report with filter redesigned.png\|1200px\|border\|center\|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]
	<br><br><br><br>		<br><br><br><br>

Admin at 12:19, 30 June 2020

2020-06-30T12:19:44Z

← Older revision		Revision as of 12:19, 30 June 2020
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	<br><br><br><br>		<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>		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 need to quickly block some period of time and indicate 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.		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.
	<br><br><br><br>		<br><br><br><br>
	;How to use:		;How to use:
Line 15:		Line 15:
	: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>		: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>		<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>		:3. Switch to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note/Block time</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]]		[[File:Add note mode calendar.png \|border\|center]]
	<br><br>		<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>		: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 or block time to get <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">note popup form.</span>
	<br><br>		<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>		:5. Check <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> option to close the availability if needed, 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 or close time 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]]		[[File:Block time and assignee for notes.png\|border\|center]]
	<br><br>		<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.		: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]]		[[File:Edit note-block time.png\|border\|center]]
	<br><br>		<br><br>
	<br><br>		<br><br>
	;Notes overview options:		;Notes overview options:
			:If you have checked <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span> such notes will have a bit brighter color compared to simple text notes.
			[[File:Blocked vs not blocked.png\|border\|center]]
			<br><br>
	: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.		: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]]		[[File:Note per provider new.png\|border\|center]]
	<br><br>		<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.		: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]]		[[File:Note per service upd.png\|border\|center]]
	<br><br>		<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>		: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]]		[[File:Note for all upd.png\|border\|center]]
	<br><br>		<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>		: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 by navigating 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]]		[[File:All notes path upd.png \|border\|center]]
	<br><br>		<br><br>
	[[File:Notes report ~~look~~.png\|border\|center]]		[[File:Notes report upd with block.png\|border\|center]]
	<br><br><br><br>		<br><br><br><br>

Admin: Created page with "{{#seo: |title=Calendar Notes- SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online,..."

2020-03-05T10:06:43Z

Created page with "{{#seo: |title=Calendar Notes- SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online,..."

New page

{{#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
}}

 
It may be necessary to add some important information to the Calendar page that will be shown along with bookings or you have added a breaktime and need to remember the reason. 
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.
 
;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.
[[File:Create notes types.png |border|center]]
 
:2. When all types are ready for use navigate to Calendar page using the left-side menu.
 
:3. Switch to Add note mode in the top right corner.
[[File:Switch to notes mode.png |border|center]]
 
:4. Click on the free space in the Calendar table where you would like to insert the information to get note popup form.
 
:5. Add the details to the textbox and select the assignee: you can add a note per specific provider, service or everyone.
[[File:Note creation note for.png|border|center]]
 
:6. To edit or delete the previously added note click on it to get the popup and use the needed function there.
[[File:Edit or delete note.png|border|center]]
 
 
;Notes overview options:
:If you have added a note per provider it will be shown in Service Provider, Timeline, Day, Week and Month views.
[[File:Provider note preview.png|border|center]]
 
:If you have added a note per service you will be able to see it in Service, Day, Week and Month views.
[[File:Service note preview.png|border|center]]
 
:The notes for Everyone are displayed in all calendar views.
[[File:Everyone note preview.png|border|center]]
 
:As well you can access the list of all the notes added, use filters and export notes to excel in Calendar notes report that can be accessed either directly from Calendar page or from Reports section in left-side menu.
[[File:Notes report path.png |border|center]]
 
[[File:Notes report look.png|border|center]]