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487 bytes added , 3 years ago

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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.

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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.

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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.

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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.

;How to use:

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

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:3. Switch to Add note mode in the top right corner.

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

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[[File:~~Switch to notes~~ mode.png |border|center]]

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[[File:Add note mode calendar.png |border|center]]

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

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: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.

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:5. ~~Add~~ the details to the textbox and select the assignee: you can add a note per specific provider, service or everyone.

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: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.

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[[File:~~Note creation note~~ for.png|border|center]]

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[[File:Block time and assignee for notes.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.

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[[File:Edit ~~or delete~~ note.png|border|center]]

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[[File:Edit note-block time.png|border|center]]

;Notes overview options:

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:If you have checked Time is blocked such notes will have a bit brighter color compared to simple text notes.

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[[File:Blocked vs not blocked.png|border|center]]

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

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[[File:~~Provider note preview~~.png|border|center]]

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[[File:Note per provider new.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.

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[[File:~~Service note preview~~.png|border|center]]

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[[File:Note per service upd.png|border|center]]

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

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[[File:~~Everyone note preview~~.png|border|center]]

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[[File:Note for all upd.png|border|center]]

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: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.

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: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.

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[[File:~~Notes report~~ path.png |border|center]]

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[[File:All notes path upd.png |border|center]]

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[[File:Notes report ~~look~~.png|border|center]]

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

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Calendar Notes (view source)

Revision as of 12:19, 30 June 2020

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