Appointment Scheduling Software

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How to Use the Daily Notes in Customer Appointment Manager

Posted by Brandy on November 3, 2010

In Customer Appointment Manager, you can use daily notes to communicate information to your employees, such as a notice for a received delivery or a message to check for a new appointment.


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You can include these notes when you prepare reports, such as Daily Appointment Sheets or Appointments by Employees. They are listed at the bottom of each day’s appointments. To add or edit a daily note, your appointment scheduler should:

  1. Right-click in the name box to select the employee and display the option menu.
  2. Select Add/Edit Daily Employee Note and enter or update your message; up to 75 characters.
  3. Click OK.

Employees with a daily note will have a yellow note icon displayed next to their name in the appointment scheduling window when in Daily and Weekly views. To view note contents, simply click the icon in this appointment scheduling software.


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