Articles on: Notes

Viewing notes linked to an appointment

Once notes have been linked to appointments, you'll be view them from the appointment details screen you see when opening an existing appointment in your diary.

Clicking on the link icon to the top right of the appointment details:

Will open a screen detailing whether anything is currently linked to that appointment. If no linked notes have been created, you'll see this on screen:

If linked notes have been created, you'll see these listed on screen ordered by the create date with the type (keyword) of the note and the user who created it:

You can also create a new linked note using the button at the bottom of this screen, and we'll auto-populate the appointment date and time for you 😃

Updated on: 17/06/2022

Was this article helpful?

Share your feedback


Thank you!