Location-Specific Notes

Modified on Wed, 23 Sep at 9:14 AM

Location-specific notes allow you to provide clients with important information about a location in their automated appointment confirmation emails. These notes can include helpful details such as directions, parking instructions, or any other location-specific information clients should know before their appointment. This article will walk you through the steps to add and manage location-specific notes.

Things to Know

The ability to add or edit these notes is governed by the "Accessing Business Profile" access control setting
Custom location notes are designed to provide clients with essential arrival details, such as parking instructions or specific check-in procedures
The notes field has a maximum limit of 200 characters
These notes appear only in automated appointment confirmation emails. They are not currently supported for SMS or Push notifications.
For transparency, all changes are recorded in the Business Profile Audit Trail, logging both the timestamp and the staff member who made the edit.
The setup option displayed in the top-right user menu depends on how you access the account and your assigned role:
When navigating from the Parent Account (Location Management tab):
Admin: Displays Business Setup when viewing the location account.
Login As: Displays Location Setup when viewing the location account.
When logged in directly at the Location Level:
Location Owners & Location Managers: Display Location Setup.
Service Providers & All Other Roles: Display Profile Setup.

To add a note to a location:

1. Go to Business Setup / Location Setup > Business Profile

2. Navigate to the "Locations" section and select "Add a Note" next to the desired location

3. After selecting this option, the "Note to Customers About This Location (Optional)" field will appear, allowing you to add a note that will be visible on appointment confirmation emails. Note: Keep your instructions concise. If your parking or check-in instructions are long, consider using a shortened URL (like Bitly) to link to a more detailed map or PDF.