Customize your Booking Notes (How To)

Customizing your booking pages with rich text, hyperlinks, and images can significantly enhance the visual appeal and information provided to your clients. With CatchApp, you have the flexibility to personalize your appointment description and appointment notes, allowing you to add valuable details, job roles, company representation, and more. By following a few simple steps, you can transform the look and feel of your booking pages and provide a more engaging experience for your clients.


Customizing Appointment Description

You are able to customise

1) Login to your CatchApp account
2) Go to the “Settings” page and click on “My Profile”
3) Add any desired information to your Appointment Description
4) Click “Apply” to save the changes
*This section is ideal for adding valuable details such as your job role and the company you’re representing, as it appears underneath your business name on the booking page.

Enhancing Appointment Notes

This will enable you to

1) Go to the “Event Types” page and click “Edit” on the selected Event Type
2) Scroll down to the “Appointment Notes” section
3) Utilize the available options to customize your notes:
– Undo/Redo: Revert or remove any applied changes
– Bullet/Numbered Lists: Add lists to your notes (unlimited)
– Rich Text: Add formatting options such as bold, italics, or underline
– Hyperlink: Automatically hyperlink any written links
– Attach Images: Include images in your notes (PNG/JPEG)
– Horizontal Line: Create sections by adding horizontal lines
– Headers: Transform text into Header 1, Header 2, or Header 3

4) Once you have completed customizing your appointment notes, click “Apply” to save the changes.

*Appointment notes will appear underneath the Appointment Name on your booking page.


What can I do now?

Now that you have learned how to customize your booking notes with rich text, hyperlinks, and images, you can:

  • Add valuable information, job roles, and company representation to the Appointment Description.
  • Enhance the visual appeal and organization of your appointment notes using formatting options, lists, headers, and more.
  • Provide a more engaging and informative experience for your clients

Outcomes for this…

By personalizing your booking notes with rich text, hyperlinks, and images, you can expect several outcomes, including:

  • Improved client engagement and understanding of your services
  • Increased professionalism and branding consistency throughout your booking pages
  • Enhanced communication and clarity of information provided to your clients

To take it to the next level:

  • Fine-tune your availability
  • Create and manage your events
  • Add CatchApp Booking links to your Social Profile for quick, anytime access

Explore our Help Center for more ways to use CatchApp to make scheduling easier.

Have a question? If you have any questions, please reach out to our team by using our contact form. We’re available 24/7 and happy to help! 

Written by
Leo Kabbara
Published
12th June 2023
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What is CatchApp?

CatchApp Bookings is an easy scheduling tool made for businesses and professionals to save 5 hours of time weekly!

Make it possible for your clients to make appointments with you whenever & wherever saving you time.

What are Event Types?

Event Types allows you to create multiple appointment types for all the different types of appointments you need to schedule. You can set the appointment duration, location and availability separately for each event-type, in addition to Advanced Settings to refine your bookings.

How will using CatchApp impact me?

When you get started, you will save on average 5 hours per week from admin scheduling which allows you to get a 30% increase in productivity which includes a revenue boost as well. Meetings will be higher quality and will see significant improvement in attendance of attendees.

Not mentioning how CatchApp is designed to seamlessly connect with not only your calendar but to a unlimited amount of apps through automations, supercharging your tech-stack and improving your workflow.

How does CatchApp differ from competitor products/services?

Our product is more intuitive, faster to set-up, most importantly we provide customer support live 24/7 directly on the platform, via email and we offer to go on a video call to personalize and support the service and user-experience for each customer (to ensure each of our customers get the most out of the platform).

Can I get support on the Platform itself?

Certainly, each page will have a chat box on the bottom right, click on it and tell us what issue you’re facing and you should receive a response from one of our experts in no time (expect delay from 5 minutes to 30 minutes)

Can I claim my free complimentary demo?

Yes!

Anyone who wants to use CatchApp is entitled to a 1-to-1 session with one of our experts. Just get in touch to request your session here.

What is the difference between the free trial and the paid version?

The paid subscription version of CatchApp Bookings gives you access to unlimited event-types, scheduled meetings, SMS and Email reminders, access to over 3000 integrations, and a plethora of customisation options but the free trial does not.

I have a general question!

Email us at info@catchapp.mobi for specific questions relating to your subscription or more general questions about our products.

Otherwise read our blog for more tips and tricks to get the most out of CatchApp’s functionalities. Follow us on Twitter, Facebook, and Instagram for the full story behind CatchApp and to hear about our latest features.