Be specific
“Prefers morning slots” is more useful than “flexible”.
Separate internal notes
Keep private working notes apart from anything you might share with the customer.
Write soon after
Notes written immediately after an appointment are more accurate.
Avoid sensitive detail
Only record what you need for the service.
A note on expectations
Scheduling software can organise information, but it cannot guarantee bookings, attendance or revenue. Clear records simply make your day easier to follow.
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