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− | 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: |
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| :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> |