Adding a Note to a Service Appointment

1. Access the Appointment

• Navigate to the Schedule section on the left panel.

• Locate the appointment you want to add a note to and click on it.

2. Switch to the Notes Tab

• After clicking the appointment, the appointment details modal will open, defaulting to the Details tab.

• Click on the Notes tab to switch from the details view to notes.

3. Add a New Note

• If no notes exist, click the + Add Note button in the center of the screen.

• If there are existing notes, the + Add Note button will be available in the top-right corner.

4. Enter Note Details

• After clicking Add Note, select Note type (Office or Clinical Note), provide a subject and the content of your note in the fields provided.

5. Save or Cancel the Note

• Once you've entered the note details, click the Save button in the bottom-right corner to save the note.

• If you change your mind, click Cancel to discard the note.

6. Review the Added Note

• The newly added note will now be visible on the left side of the Notes section.

• You can click on the note to review its details on the right side.

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