Comments & History
The bottom of every appointment detail page has a tabbed section with Comments and History.
Comments
Section titled “Comments”Internal staff comments on the appointment — visible only to your team, not to customers.
Adding a comment
Section titled “Adding a comment”- Type in the multi-line text input
- Tap the submit button
- The comment appears with your user avatar, name, and timestamp
Viewing comments
Section titled “Viewing comments”Comments are listed chronologically with user avatars, timestamps, and the full comment text.
History
Section titled “History”The history tab shows a complete audit trail of everything that has happened to the appointment. Events include:
State changes
Section titled “State changes”- Appointment opened, marked as done, cancelled
- Rescheduled (with old and new times)
- Swapped with another appointment
Customer actions
Section titled “Customer actions”- Customer added to appointment
- Customer removed from appointment
- Strike added to customer (from cancellation)
Contract events
Section titled “Contract events”- Contract created
- Contract shared (sent to customer)
- Contract filled out (customer submitted)
Attachment events
Section titled “Attachment events”- Attachment added
- Attachment removed
- Attachment restored
Administrative
Section titled “Administrative”- Appointment deleted
- Appointment restored
Additional tracked events
Section titled “Additional tracked events”The history system also tracks (or is prepared to track):
- Description changes
- Kind changes
- Price changes
- Downpayment changes
- Link additions and removals
- Payment additions, updates, removals, and restorations
- Comment additions, updates, and deletions