Automatically add a "SESSION BOOKED" note to Notes (include time/date of session)
When I've scheduled calls well in advance, they sometimes become obsolete if we've been able to book a session in the meantime. I always check the Notes before calling (to see when our last communication was), but if a colleague forgets to include a communication note, I have nothing alerting me to the fact that a session has actually been booked. It would be SO HELPFUL to have an automatic Note appear that says "SESSION BOOKED" (as well as "APPOINTMENT BOOKED") that included the time, date, and location of the Session(s) and/or Appointment(s) in question!
18
votes
Marissa
shared this idea
completed
·
AdminStudioPlus Support
(Customer Support Director, or Executive, StudioPlus Software LLC)
responded
You can now see when and by whom a session was booked on the Status Notes