Making Appointment Notes in Zenoti

Policy:

• The FDC is responsible for adding any appointment specific notes to appointments as needed. Appointment notes are visible to all, and should be wrote in a professional manner.
   
• It is required that the FDA put a note with their initials for ALL appointments booked
   
• Reasons to add appointment notes would be:
  • Indicating which treatment a Client is on
  • Skin concerns 
  • Anything the Client would like to relay to the Esthetician
     
• All notes must be initialed by the person adding the note
   
• If a note is added, but later becomes irrelevant, the note is to be deleted.
   
• Appointment notes can be added at the time of booking up to the time of check-out.

Task
 

1. To add an appointment note to a current appointment, double click on the appointment to open the Booking Wizard or right click and select "Modify Appointment". If this is a new appointment, go to Step 2
    
2. Select 'Notes'
   
   
    
3. Add appointment notes
    
4. Select 'Save'