Appointlet makes online scheduling simple and easy, but that doesn't mean life won't get in the way from time to time. Plans can change, clients can make new requests, and your team needs to stay up to date along the way. This guide breaks down our Meeting Notes feature so you can stay in sync with your clients and team members before a meeting and keep track of important information afterwards.
Create a New Note
To add notes to a meeting, navigate to the My Meetings tab and click on a meeting entry. The Meeting Drawer will expand from right side of the screen. Select the Notes button to open the notes log and then click the box that reads Write a Note to start typing.
The formatting tools in the menu above the text box allow you to add bold, italicized, or underlined text and organize it using a bullet point or numerical list.
Post Your Note
For this example, let's say our attendee sent us an email indicating that they may get stuck in traffic and will be a few minutes late. Leaving a note here is a quick and effective way to remind yourself or your team of these changes.
Once you've finished your note, click Add Note to create your first entry. Once saved, your note will display in the notes log beside your name, profile image and time stamp much like a text message thread. This information is recorded next to each note so your team members can easily keep track of an ongoing discussion. If you need to edit or delete a note, click the ellipses (...) to the right to expose these options in the dropdown menu.
With the ability to add and edit notes in the meeting drawer, you're all set to schedule confidently and take any unexpected changes in stride.