Adding notes to appointments in Cadence creates a chronological record of important information, conversations, and updates in the appointment's activity feed. This feature helps you document discussions, track decisions, and share information with other appointment participants who have access to the appointment details.
When to use
When documenting conversations about an appointment
When adding follow-up reminders or action items
When recording decisions made during meetings
When sharing information with other appointment participants
Only appointment organizers, schedulers, and system administrators can add notes to appointments.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Select the appointment you want to add notes to from the list.
Locate the Activity Feed section on the appointment details page.
Click the "Add Note" button.
You can also access the Activity Feed by clicking the "View Activity" option in the appointment's action menu.
Enter your note text in the provided field.
Review your note for accuracy and completeness.
Click "Save" to add the note to the appointment's activity feed.
All notes are visible to anyone who can view the appointment details, including other organizers and schedulers.
Verify that your note appears in the activity feed with your name and timestamp.
Troubleshooting
If you cannot add notes to an appointment, check that:
You have the appropriate permissions (organizer, scheduler, or system administrator)