Appointment notes report

Appointment notes report


Is there a report that I can run that would show me the appointment notes for every seat?


You can do this be creating a custom field for appointment notes under Settings -> Configure Appointment Fields

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So when you fill a seat you have a box to include notes for this appointment. 

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Then go to the Board Book Report and choose the Custom field you created. 


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Then you would run the Board Book Report and the notes you entered will appear. 

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PRO TIP: You might want to save this report setting if you plan on using it frequently. 

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