A Daily Appointment Reset
Use a five-minute daily appointment reset to close notes, check the next day’s prep and move one unrealistic slot before it becomes a problem.
Client Records
Client records covers the note after the appointment: the reason, decision, next step and who owns it.
Client records covers the note after the appointment: the reason, decision, next step and who owns it.
What to Record in Appointment Notes
Record appointment notes that are useful later: reason, preparation, decisions, next step and the date, without turning the note into a second appointment.