Daily Notes
Daily Notes are a Plus feature. On the Basic plan, you cannot create daily notes. With Plus or Premium, you can add one note per day per shift plan.
With Daily Notes, you can add important information directly to your shift plan — e.g. "Practice closed", "Team meeting 2pm", or "Dr. Schmidt covering for Dr. Müller". Your team sees the notes prominently in the calendar without you having to notify everyone individually.
Finding the Feature
In the Week View
- Hover over a day in the calendar header
- A + icon appears next to the date
- Click + to create a note for that day
In the Day View
- Switch to the Day View
- Above the shift grid, you'll see a dashed area with +
- Click it to create a note for the day
Creating a Daily Note
- Click + next to the desired date
- The dialog "Note for [weekday, date]" opens
- Enter your note (max. 200 characters)
- Click Save
You have 200 characters — enough for the key info. Keep it concise so your team can grasp it at a glance.
Viewing a Daily Note
Once a note exists, it appears as a blue badge in the calendar header — clearly distinguishable from the golden holiday badges.
Detail View
Click the blue badge to see the full note:
- Blue callout block with the note text
- Author and timestamp — who last edited the note and when
All employees with access to the shift plan can read daily notes. Only admins and owners can create, edit, or delete notes.
Editing and Deleting a Daily Note
As an admin, you'll see three icons in the top-right of the detail view:
| Icon | Action |
|---|---|
| Trash | Delete note (with confirmation) |
| Pencil | Edit note |
| × | Close dialog |
Editing
- Click the pencil icon
- The edit dialog opens with the existing text
- Modify the text
- Click Save
Deleting
- Click the trash icon
- Confirm the deletion in the confirmation dialog
- The blue badge disappears from the calendar
Deleted daily notes cannot be restored.
Day View
In the Day View, the note is displayed as an info card above the shift grid — with more space than the badge in the Week View.
Click the card to open the detail view.
Practical Examples
Dr. Weber's Practice has a training day on Friday.
Note: "Practice closed — full team training"
Result: All employees see the blue badge on Friday in the shift plan and are informed without needing a separate message.
Sonnenberg Group Practice has a short morning meeting every Wednesday.
Note: "Team meeting 8:00 in the meeting room"
Result: New employees and substitutes see the info directly in the shift plan and don't miss the meeting.
Dr. Müller is on vacation next week, Dr. Schmidt is covering.
Note: "Coverage: Dr. Schmidt for Dr. Müller (Mon–Fri)"
Result: The entire team can see at a glance who is covering — especially helpful for the reception team.
Frequently Asked Questions
Can I create multiple notes per day?
No. One note per day per shift plan is possible. Combine multiple pieces of info in a single note — you have 200 characters.
Do employees see the notes in the mobile app?
The notes are provided via the API and may be displayed in the mobile app in a future version.
What happens to the notes when I delete a shift plan?
All daily notes for the shift plan are automatically deleted along with it.
Are notes included when printing?
No. Daily notes are not included when printing the shift plan — similar to holiday badges and the occupancy display.
Summary
| Aspect | Details |
|---|---|
| Create | Hover over day → click + → enter note → Save |
| View | Blue badge in Week View, info card in Day View |
| Edit | Click badge → pencil icon → modify text → Save |
| Delete | Click badge → trash icon → Confirm |
| Visibility | All employees with shift plan access |
| Permissions | Create/edit/delete for admins and owners only |
| Limit | 1 note per day per shift plan, max. 200 characters |
| Plan | Plus and Premium |
Use daily notes for practice-wide information that affects all employees — closures, meetings, coverage arrangements, or special instructions. This way everyone stays on the same page without you having to send extra messages.