Add a calendar note

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What it does. A note puts something on your calendar that isn’t a booking. It blocks out the day so you can see it when you check whether you’re free. A note never becomes an event, an invoice, or a client.

When you’d use it. The plumber is coming Thursday morning and someone has to be there. Or the walk-in is being serviced, or you’re closed for the holiday, or the whole team meets at nine on Mondays.

How to add one

  1. Open the Calendar.
  2. Click Add note in the top right.
  3. Enter a Title. This is what you’ll see on the calendar, so make it the thing you’d want to read in a hurry, like “Equipment delivery”.
  4. Set the Date and Start time. They open on today’s date at 12:00.
  5. Set the end. Leave it on Duration and pick 30 minutes, 1 hour, 2 hours, 3 hours, or 8 hours, or switch to Custom end time and type an exact time.
  6. Add a Description if there’s anything the note itself doesn’t say, like who’s coming or what they need access to.
  7. Click Save.

What you’ll see. The note lands on that day in gray, alongside the events already on it. It shows the time range, a Note tag, the title, and the description underneath.

Changing or removing a note

Click the note on the calendar to change any of its details, or click Delete note to remove it.

Good to know.

  • Title, date, and start time are required. The description is optional.
  • A note lives on the calendar and nowhere else. It carries no client, no price, and no guest count.

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