Staying informed about a member's history doesn't have to mean leaving your workflow. Member notes are available directly within the Scheduling bookings details panel, giving staff the context they need right where they're already working.
Content:
- Before You Begin
- How It Works
- Understanding Note Details
- Frequently Asked Questions
- Related Articles
Before You Begin
Access path: Scheduling > Booking Details Panel (sidebar) > Notes tab (within the customer's booking detail).
How It Works
The sidebar in the booking details panel displays the 10 most recent notes across all categories, so relevant member history is always within reach.
- Notes labeled as Fitness or Booking/Scheduling from the member's profile appear automatically in the Scheduling view.
- A link to the full Member Notes page is available directly from the sidebar for complete note history.
- When viewing a past booking, the notes displayed reflect the most recent notes from around the time of that booking, keeping context relevant to the interaction you're reviewing.
- Notes created in Scheduling sync back to the member's profile, keeping everything consistent across the platform.
- Use the status badge link to be redirected to additional member details directly from the sidebar.
Understanding Note Details
Each note in the sidebar displays the author's name alongside the note content. There are two types of notes to be aware of:
- Staff notes: Display the name of the staff member who created the note.
- System-generated notes: Display "System" in place of an author name and are created automatically by ClubReady in response to specific events. System notes cannot be edited or deleted, but they can be pinned for quick reference.
Frequently Asked Questions
Q: Will notes I create in Scheduling appear on the member's profile?
A: Yes, notes created in Scheduling sync to the member's profile automatically, so everything stays consistent across the platform.
Q: What if I need to see more than the 10 most recent notes?
A: A link to the full Member Notes page is available directly from the sidebar, giving you quick access to complete note history without leaving the scheduling workflow.
Q: Which notes appear in the Scheduling panel?
A: The sidebar displays the 10 most recent notes labeled as Fitness or Booking/Scheduling. Notes from the member's profile are pulled in alongside any notes created directly in Scheduling.
Q: Can I edit or delete a system-generated note?
A: No, system-generated notes cannot be edited or deleted. They can, however, be pinned to keep important information easily accessible.
Q: Will I be able to view client notes from a different club?
A: Yes, the Notes tab will show cross-club notes that are labeled as Fitness or Booking/Scheduling related. It will display the 10 most recent notes in chronological order.