Would like to have the ability to add notes in the scheduler
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Jeff Zerbe
I have asked that we create a new button for TO DOs and it works just like the scheduler
Darren Williams
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This was made possible as part of the July 9, 2023 update, but I missed updating this post.
In setup - location settings, make sure minimum appointment duration is set to 0. This will allow you to create an appointment with 0 hours that can be used for notes, and not take away from your scheduled hours.
Please note if you edit the appointment later, the default duration will attempt to take over, so make sure it's set 0 before pressing OK.
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Nelson Beverly
Darren Williams: I changed the minimum appointment duration to 0 like you said. I also changed the default appointment duration to 0 so I wouldn't have to change it each time I did a note as we do a lot of notes on the scheduler. But now the default shows as 1.0 even though it is 0. Can this be fixed?
Doug Brackett
Here is our work-around:
set the minimum appointment time to .1 so that we can add notes as appointments with 'minimal' impact on available time.
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Alan Joffray
Set up / Scheduler / Shop Hours / Scheduler Overview click on the Action button and make an exception. Once in the scheduler you can hover your mouse over it and see what it is for. Also it does not reduce available hours.
Nelson Beverly
Alan Joffray: That's too many steps. We need to be able to create non-hour notes right in the scheduler and then be able to move them when necessary, as well as, duplicate with minimal clicks.