How to Save Notes and Schedule Appointments for a Party

Feature Overview

The ‘Notes and Appointments’ feature in myBillBook billing software lets users easily save important details about their business parties and schedule appointments or meetings with them. This is particularly useful for maintaining effective communication and follow-ups, ensuring you never miss important dates or discussions with clients, suppliers, or other stakeholders.

Business Case Examples

1. For Retailers: Use this feature to track discussions with suppliers about delivery schedules and stock availability.

2. For Service Providers: Schedule client meetings and maintain notes about their specific requirements.

3. For Wholesalers: Document and follow up on negotiations or payment schedules with clients

Steps to Setup and Use the feature

1. Access the Parties Section:

• Navigate to the Parties screen via the bottom navigation bar on the app.

2. Add or Select a Party:

• To create a new party:

  • Click on the Create Party button.

  • Fill in the necessary details in the respective fields.

• For existing parties:

  • Select the desired party from the list.

3. Add Notes or Appointments:

• In the party details, scroll to the Other Details section.

• To save a note:

  • Tap on the Note button and type the required details.

  • Save the note for future reference.

• To schedule an appointment:

  • Tap on the Appointment button.

  • Enter the meeting date, time, and description.

  • Save the appointment.

4. View or Edit Notes and Appointments:

• Go to the selected party.

• Under the Notes or Appointment headers, view, edit, or add new entries as needed.

Watch how to save notes and schedule Appointments

FAQs on ‘Save Notes and Schedule Appointments’ Feature