Managing Notes
Notes are used to send yourself and your staff messages and reminders. Notes are accessed via the right-hand toolbar displayed with 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 (that have not been deleted) click on that day in the Appointment Book and change the display to Day View.
A pop-up message is displayed in the bottom right-hand corner of your Bp Allied screen