If, after completing an appointment you need to add notes, you can do this from the Quick View page. You can only add notes as an attachment and cannot edit closed notes.
Step 1: Find the completed appointment in Quick View
In Quick View, go to the “Appointments recently completed” section and click the appointment button on the left side. You’ll be taken to the appointment detail screen (Classic View)
Step 2: Navigate to the appointment attachments section
On the appointment details screen (Classic View), navigate below the Task filter section to the sub-menu of options and click “Attachments”.
Click Attachments (below the “Task filter” section)
Click “Add”
Click Attach files. You can upload a PDF of the notes. You may also be able to upload a Word Document however this is sometimes rejected - use PDF for best results.
