How to add a Booking Note
Booking notes are free-text notes attached to an individual booking. They appear as a tool tip when you hover over the booking in the Diary, giving staff quick context without opening the booking.
Add a note to a booking
Open the booking from the Diary:
- Double-click the booking in the Diary to open the Booking Form.
- In the Booking Form, locate the Notes field.
- Enter your note text.
- This field accepts free text and is specific to this booking.
- Click
Save and Close.
View booking notes in the Diary
Once saved, you can hover over the booking in the Diary to display the note text as a tool tip.
To toggle note visibility across all bookings, use the Hide Notes / Show Notes button in the Options Bar at the bottom of the Diary screen.
Notes are specific to each booking. They do not carry over to future bookings for the same patient.