This article will guide you through the steps on how to add, edit and delete notes for a booking.
1. Access Schedule
Navigate to Bookings.
Click on the specific booking you need to adjust. When the booking window opens, go to the Notes section and select the add note icon in the bottom-left corner of the window.
2. Adding a Note
The New Booking Note window will open and you will need to choose a note type: Fitness Related or Scheduling/ Booking Related. You will enter your note subject, note text, and then select Add Note in the bottom-right corner of the New Booking Note window.
3. Editing a Booking Note
To edit a booking note, simply go to the Notes section of the booking window. Locate the note you wish to edit and select the 3 dots in the upper-right corner of the note. Select Edit from the list of options.
The Edit Booking Note window will open and the necessary adjustments can be made. Once finished, select Save in the bottom-right corner of the window.
4. Deleting a Booking Note
Just like editing a booking note, select the 3 dots in the upper-right corner of the note you wish to delete. Select Delete from the list of options.
The Delete Note window will open asking you to confirm your choice to delete the note. Select Delete to finalize the process of removing this note from the booking.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Scheduling: Can access scheduling