Manage Notes

Notes are used to messages and reminders. Notes are accessed via the right-hand toolbar displayed within the Appointment Book.

• Public notes are displayed with a yellow background.
• Private notes are displayed with a pink background. 

Private notes are only displayed on the day they are created or set to display using the Note Date. To see a previous days notes, click on that day in the Appointment Book and change the display to Day View. A Note can be viewed from the Notes list by selecting the ellipses [...] icon.

Create a Note

1. Click the New Note button at the bottom of the form.



2. Enter the text of your Note in the Test area.
3. Tick Public Note to allow the note to be visible to all users.  This Note Type will appear in the Notes list with a yellow background.
• Leave Public Note unticked if this note is to on be visible to the logged in user. This Note Type will appear in the list with a red background.
4. Tick Send as Popup Message to send a note to a specific user as a pop up message.
• When this box is ticked, Send to User field is enabled.
• Select the user to send the Message to from the drop-down list.
• A pop-up message is displayed in the bottom right-hand corner of your Bp Allied screen.



• Hovering the mouse over the message turns it into a hyperlink.
• Click on the hyperlink to display a split screen version of the Note editor screen to be able to type a reply message.



• This type of message can only be sent to Bp Allied users and is not displayed in the notes list.
5. In the Note Date field, select the date for when the note should appear within the notes list.

• By default the note date is set to Today.
• Private notes are only displayed on the date they are created or the date they are set to display.