Appointment Notes – Now Sync with Contacts

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We’re Excited to Introduce Our New Unified Notes Component

This update brings consistency, clarity, and improved collaboration across modules!

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💡 Coming Soon:

Support for a rich text editor will enable you to format your notes with bold, italics, links, and more!

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  1. Add an internal note to any

    Appointment

  2. The note will automatically appear in all related tabs associated with that contact
  3. Use the filter option to sort notes by: User-created, Workflow-generated, or API-generated
  4. All notes are instantly synced, providing your team with complete visibility

⚠️ Important:

Notes added in appointments are synced to the associated contact. However, notes added directly in the contact will not sync back to the appointment.

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  • Consistent experience across all modules
  • Notes accompany the contact, providing better visibility and context
  • Filter by note source for easier tracking and auditing
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