Calendar Notes: Difference between revisions

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{{#seo:

|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

|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>

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.

</translate>

;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]]

[[File:Create note type flow redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/a/a1/Create_note_type_flow_redesigned.png]]

</translate>

: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~~.

:3. Switch to Add note/Block time mode above the calendar.

[[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]]

</translate>

: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.

[[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]]

</translate>

:6. To edit or delete the previously added note click on it 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]]

;Notes overview options:

:If you have checked Time is blocked 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]]

:If you have added a note per provider it will be shown in Service Provider, Timeline, Day, Week and Month 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]]

</translate>

:If you have added a note per service you will be able to see it in Service, Day, Week and Month 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]]

:The notes for Everyone are displayed in all calendar views.

[[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]]

: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.

[[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]]

[[File:Notes report ~~upd~~ with ~~block~~.png|border|center]]

</translate>

[[File:Notes report with filter redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/d8/Notes_report_with_filter_redesigned.png]]

</translate>

@@ Line 1: / Line 1: @@
+<languages/>
+<translate>
+<!--T:1-->
 {{#seo:
 |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
 |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>
+<!--T:2-->
 <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>
 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>
+</translate>
+<translate>
+<!--T:3-->
 ;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]]
+[[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>
+</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>
 <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>
+</translate>
+<translate>
+<!--T:5-->
 :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>
 :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>
+</translate>
+<translate>
+<!--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.
-[[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>
 ;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]]
+[[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>
 :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>
+</translate>
+<translate>
+<!--T:7-->
 :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>
 :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>
 :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>
-[[File:Notes report upd with block.png|border|center]]
+</translate>
+<translate>
+<!--T:8-->
+[[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>
+</translate>