Adding Notes while checking-in/out

While a user registers a check-in/out, they can add some notes or attachment for the respective record. For example, if they want to add some notes related to the meeting they did, or any documents they need to attach regarding the requirements of the client, they can use this option to add the notes or attachment.

Users can further go to the respective record to see the notes and attachments within the timeline of the Activities. If a user is checking-in/out for an activity record like appointments or Bookable resource bookings and has added notes or attachments then in such cases the notes and attachments will be saved within the respective related record (for example, Account/work order) saved in the regarding field.

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