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.
To add a note to a location:
1. Go to 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.
4. Once a note is added, select the "Save Note" button
The appointment confirmation email sent to clients will display the note below the location
For more information, contact support@mytime.com.
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