We're setting up a booking system integrated with buddyboss where we have a virtual studio where multiple employees/trainers that will take various classes.
Customers can/will select classes that will have different employees/trainers.
These are live small groups 6-8 where interaction and instruction is critical. We're using the zoom integration. Customers will buy packages so we'll be meeting them over several weeks/months
Easy so far.
Customers booking appts will be at different fitness levels and new ones can book in at anytime.
Amelia has a NOTES feature.
I'm looking for an EASY way where an Amelia Employee can VIEW and ADD to a customers notes, primarily about their fitness condition.
This way prior to taking a virtual zoom class appt an employee can view any notes for a customer that they may not have taken before so they can be aware of the customers fitness condition/limitations etc prior to the exercise class.
Thoughts, possibilities using the Amelia plugin existing features.
Obviously these are private notes that the customer doesn't have access to.
When creating an appointment, the employee will have the option to write a note, but this is for internal usage. As you can see, right under the date and time, there is an option to write the note
By default, an employee can only see the appointment assigned to him, so there is no option for an employee to see the other employees' appointments, unless if you edit the permissions for the employee user role.
Other than this option here, unfortunatelly, currently, there are no other dedicated options for writing a note.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
We're a fitness business.
We're setting up a booking system integrated with buddyboss where we have a virtual studio where multiple employees/trainers that will take various classes.
Customers can/will select classes that will have different employees/trainers.
These are live small groups 6-8 where interaction and instruction is critical. We're using the zoom integration. Customers will buy packages so we'll be meeting them over several weeks/months
Easy so far.
Customers booking appts will be at different fitness levels and new ones can book in at anytime.
Amelia has a NOTES feature.
I'm looking for an EASY way where an Amelia Employee can VIEW and ADD to a customers notes, primarily about their fitness condition.
This way prior to taking a virtual zoom class appt an employee can view any notes for a customer that they may not have taken before so they can be aware of the customers fitness condition/limitations etc prior to the exercise class.
Thoughts, possibilities using the Amelia plugin existing features.
Obviously these are private notes that the customer doesn't have access to.
Hello Andrew,
Thanks for reaching out to us.
When creating an appointment, the employee will have the option to write a note, but this is for internal usage. As you can see, right under the date and time, there is an option to write the note
By default, an employee can only see the appointment assigned to him, so there is no option for an employee to see the other employees' appointments, unless if you edit the permissions for the employee user role.
Other than this option here, unfortunatelly, currently, there are no other dedicated options for writing a note.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
I hope it helps.
Kind Regards,
Stefan Petrov
[email protected]
Rate my support
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