Editing a Note in an Appointment

1. Access the Appointment

• Navigate to the Schedule section on the left panel.

• Locate the appointment you want to edit the note for and click on it to open the details modal.

2. Switch to the Notes Tab

• In the appointment details modal, click on the Notes tab to view any existing notes for the appointment.

3. Select the Note to Edit

• On the Notes tab, you'll see a list of existing notes.

4. Enter Edit Mode

• Click the Edit button (pencil icon) located on the right side of the note details.

5. Modify the Note

• Update the Type, Subject or the Body of the note as needed.

6. Save or Cancel the Changes

• After making the necessary changes, click Save in the bottom-right corner to apply the changes.

• If you decide not to make any changes, click Cancel to exit edit mode without saving.