Post a day note for the team
Put a short message for the whole team on a day, such as a delivery or a colleague starting later. It shows above the calendar and on the dashboard.
A day note is a short message for the whole team, for one day. Think of a delivery at 10:00, a colleague starting later or a till that is closed in the morning. On that day the note shows above the calendar and on the dashboard.
Post a day note
- Go to Dashboard in the menu.
- In the Notes for today block, click New note.
- Under Date, choose the day. Today is filled in; another day works too.
- Type the message under Note. You have up to 2000 characters.
- Under Already on this day you see what is already there that day, so nothing gets posted twice.
- Click Save note.
Where the team sees the note
- In the Agenda, as a strip above the calendar, on the day you are looking at.
- On the Dashboard, in Notes for today, on the day itself.
A day note belongs to the location you work at. If you have more than one location, only that location's team sees it.
Change or delete a note
- On the Dashboard, click New note and choose the note's day under Date.
- Under Already on this day, click Edit note (the pencil) next to the note. Change the text or pick another day, and click Save changes.
- To delete it, click the bin icon and confirm with Delete. You can also delete a note for today straight from Notes for today: hover over the note and click the bin icon. That happens without a further question.
Everyone who can see the calendar reads the day notes. To post, change or delete them you need the permission Can create appointments. You set it under Settings › Team members › Permission roles.
Frequently asked questions
Can I add a day note directly in the calendar?
No, you do that on the Dashboard with New note. It then shows above the calendar on that day.
Can I post one note for several days?
No, a day note belongs to one day. Post one per day.
Does the team get a notification for a new day note?
No. The team sees it on that day above the calendar and on the dashboard.