BizuraBizuraKnowledge Base
Русский
Knowledge Base/Calendars & Appointments/How to Create & Manage Appointment Notes & Sync them Across Records

How to Create & Manage Appointment Notes & Sync them Across Records

Capture key context once and have it follow you wherever you work. In Bizura, appointment notes automatically appear on the related Contact, Opportunity, and Conversation records so everyone sees the same information. This guide covers how to create,

Last updated: May 26, 2026


Was this article helpful?

On this page

  • What are Notes for Appointments in Bizura?
  • Key Benefits of Notes for Appointments
  • How Notes Flow Across Different Modules
  • How to Add, View, and Manage Appointment Notes
  • From Calendar View (booked appointment)
  • From Appointment List View (booked appointment)
  • When a customer books (Additional Information field)
  • Add an Internal Note (Editor & Status)
  • Managing Appointment Notes
  • Filter by source
  • Sort notes
  • Search notes
  • Status
  • Delete or edit a note (⋮ menu)
  • Frequently Asked Questions

In this folder

  • Embedding Bizura Calendars using HTML Code
  • User Permissions in Calendars
  • Add Guests Features in Calendar Bookings
  • Using Custom Values in Calendars
  • Show seats per slot for Class booking on the booking widget
  • Pre and Post buffers
  • Consent checkbox for compliance
  • In App Calendar view
  • Google Organic Booking
  • Calendar Widget Customization
  • One Time Link
  • View Calendar & Appointments in User Timezone
  • Workflow Action for Generating One Time Link
  • Calendar Availability - Weekly Working Hours & Date-Specific Hours
  • Partial Payment: Collect Deposit Amount
  • Restore Deleted Calendars
  • Calendar Widget Reorder
  • Multiple Meeting Location Selector in Calendar
  • Cancellation & Reschedule Policy (Booking Widget)
  • How to Use Service Calendars in the Mobile App
  • Services - Overview & How to Get Started
  • How to Create Services?
  • Categories in Services
  • Configuring Staff in Services
  • Resources in Services
  • Add-ons in Services
  • Locations in Services (v2)
  • Global Settings in Services
  • Calendar View - Services
  • Workflow Trigger – Service Booking (Services v2)

© 2026 Bizura. All rights reserved.

Powered by Bizura Knowledge Base