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Internal notes — information for you, never visible to the client

Add an internal note to an appointment, visible only to you and your team.

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The problem

Some information about an appointment shouldn't be visible to the client: an allergy, a preference, a past incident.

Without an internal note, that information lives elsewhere — a notebook, a message — separate from the appointment concerned.

An internal note attaches directly to the appointment, visible only internally.

Without Kagenda

Important information about a client lives in a separate notebook, far from the appointment concerned.

With Kagenda

The note is attached to the appointment, visible as soon as you open its detail.

How it works in Kagenda

You add a note directly from the appointment's detail.

  1. You open the appointment's detailFrom any calendar view.
  2. You add your noteFree text, visible only to you and your team.
  3. It stays attached to the appointmentViewable every time you reopen that appointment.

One note, two rules

  • Attached to the appointment
  • Invisible to the client
  • Visible to the team

In practice

  1. 1

    An allergy to note down

    Visible to you, never to the client.

    NoteInternal only
  2. 2

    A client's preference

    Attached to the right appointment, easy to find again.

    NoteAttached to the appointment
  3. 3

    A reminder for the team

    Visible to everyone with access to the calendar.

    VisibilityYou and your team

Frequently asked questions

Can the client see this note?

No, it stays strictly internal.

Can I edit a note afterwards?

Yes, at any time.

Is the note linked to the client or the appointment?

To the specific appointment it's added on.

Do all team members see the note?

It depends on their access to the calendar concerned.

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