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59
Notes on Appointments
- Planned
- Subscribe
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Mark |
Either a text field or ability to attach notes when creating an appointment such that the notes are accessible by the client when accessing the appointment by "clicking" the entry on the Calendar. Important info re the meeting could be added and client easily view the info. Currently this can only be included in the Appointment Notification email
Activity Newest / Oldest
Xavier Paradell (xpfConsulting)
Having a rich text description field that easily integrates with Google Calendar would be highly beneficial. It could include information such as: 1) Location (e.g., Building XXX, Room YYY), 2) A personalized URL for video conferencing (for systems not integrated with SD), 3) Specific preparation instructions for the client.
Xavier Paradell (xpfConsulting)
At least a rich text editor description field for the appointment (as in Google Calendar) would be very useful. i.e. indicating the location (ex. room) where the appointment will take place; specific preparation instructions; or adding a not SD integrated link for videoconferencing.
Asia Scott
Need this so badly! The custom fields here would be amazing, or adding location and other features like in Google calendar
John
"Notes" section would be awesome and if we can add Custom Fields section that would be HUGE lifesaver!!!
Mike
Status changed to: Planned
Isaac A.
It would be best if client visibility was an option. This way you can make private notes about an appointment OR have the option to share the notes with the client. Sometimes we want to make notes about the appointment that should be kept private to internal staff only, such as in the case of a counselor or therapist.