You can add or update a note directly on an appointment in Appointy.
Appointment notes are useful when you want to store information that is specific to a particular booking and make it available when viewing that appointment later.
What is an appointment note in Appointy?
An appointment note is information stored against one specific appointment.
You can use it for things such as:
- Special instructions for the appointment
- Booking-specific context
- Internal reminders
- Information the staff member may need for that particular booking
- Follow-up details related to the appointment
Unlike a customer note, an appointment note is associated with the individual booking rather than the customer's overall profile.
How to add or edit an appointment note
Quick navigation
Calendar → Select Appointment → Appointment Note → Add or Edit Note
Steps to add or update a note
- Log in to your Appointy admin account.
- Click Calendar in the toolbar on the left.
- Select the appointment for which you want to add or edit a note.
- The appointment details side panel will open.
- Find the Appointment Note field at the bottom of the side panel.
- Enter a new note or edit the existing note.
- Save the updated information if prompted.
.
When should I use an appointment note?
Appointment notes are useful when the information applies only to a particular booking.
For example:
- A customer has a special request for this appointment
- Staff need a reminder related to this booking
- You want to record context about why the appointment was changed
- A particular appointment requires preparation or follow-up
What is the difference between an appointment note and a customer note?
A customer note is stored against the customer profile and can be used as ongoing reference information about that customer.
An appointment note is linked to one specific appointment.
For example:
Customer note:
Prefers morning appointments.
Appointment note:
Customer requested an extra 15 minutes for this appointment.
Use customer notes for information that applies more generally to the customer. Use appointment notes for information relevant only to a specific booking.
Can I edit an appointment note later?
Yes.
Open the appointment again from the calendar and update the existing text in the Appointment Note field.
Frequently Asked Questions
How do I add a note to an appointment in Appointy?
Go to Calendar, select the appointment, and enter the note in the Appointment Note field in the appointment details panel.
Can I edit an existing appointment note?
Yes. Open the appointment and edit the existing note in the Appointment Note field.
Is an appointment note linked to the customer profile?
The appointment note belongs to the specific booking. For information that should remain associated with the customer across bookings, use a customer note instead.
When should I use an appointment note instead of a customer note?
Use an appointment note when the information applies only to one appointment. Use a customer note when the information should be available as ongoing reference for that customer.
Can appointment notes be used as internal reminders?
Yes. They can be used to record booking-specific reminders or context for your team.