We shipped two scheduling improvements today to help teams stay aligned and move faster—without extra messages or last-minute confusion. 💙
✨ What’s new
✨ Appointment notes for real-time staff communication
- 📝 Add a plain-text note to client and staff appointments while creating, drafting, or actively scheduling.
- 👀 Use Show/Hideto control whether the note is visible to staff.
- 📅 Staff can see notes on Home/Appointmentscards (with Read more/less).
- ✅ Notes appear on the Preparationpage in a banner with the full note text
- 🔒 Appointment notes are for internal staff coordinationand arenot visible to users with a parent role.
- 📊 Appointment notes are also available in reporting and exports as an optional “Appointment Note”column (even if a note is hidden from staff views).
✨Bulk convert Draft → Scheduled in Timeline
- ✅ Select multiple Draftappointments directly in Timeline (checkbox appears on hover).
- 🔍 Review your selections in a View selectedmodal before converting.
- ➡️ Convert all selected drafts to Scheduledin one action.
- 🔁 For recurring series, only the selected instance updates (not the whole series).
💡 Why it matters
- Less switching between tools to share quick updates.
- Faster schedule finalization when you’re cleaning up drafts.
- Staff start sessions and meetings with the context they need—right on time. ✅
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