Notes for your team and your clients
Keep internal notes separate from instructions you want to share with the client.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Sending a note is an action you choose; it depends on the channel, consent and available resources.
Step by step
- Write team information in internal notes and shareable instructions in client notes.
- Save the appointment and open the note sending option.
- Check the text, recipient and available channel before sending.
- Review the sending result. Email contains the text; SMS contains a private link.
Usage details
Saving does not send the note. SMS requires service consent and resources. Its link lasts seven days and restricts reading to the session that opens it. Later edits do not change a copy already sent.