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Question

Unable to see meeting notes of past meetings

  • 18 July 2024
  • 1 reply
  • 10 views

Hi 

I am not able to see the meeting notes I had out for the past meetings 

 

Where can I find them and ensure they are not lost ever

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1 reply

Userlevel 7

Hey there @Mind-It60817 -- thanks for your post!

Are you referring to the “add meeting notes” section under “scheduled events” > “past” > “details” for a specific booking? 

If so, then any notes you took should be saved in those fields after you write them, as long as you clicked “update” after adding them (this saves your notes).

Head to “scheduled events” > “details” > “add meeting notes
Once in the “meeting notes” text field > enter your notes > click “update

Is this what you have been doing all along, or are you referring to something else? 

Looking forward to hearing back from you! 🤗