This article explains how to provide clients with their iCal URL for syncing BestNotes appointments to their personal calendars and details the information displayed in the synced calendar.

Permissions Required

No specific BestNotes permissions are required.

Providing Client iCal URLs

If you have a client that would like to use the iCal feature, you need to make sure you have that feature enabled. If you do not see the "Client iCal" in the "Edit Client" screen as indicated in the instructions below, you can submit a support ticket to request the feature be enabled. When submitting your ticket, be sure to let our staff know how many days in the future you would like your clients to be able to see. This can be set to 30, 60, 90, 180, and 365 days. Once this feature has been enabled for you, you can share the "Client iCal" URL with your clients by following the instructions below.

Providing iCal URL

  1. Navigate to the client requesting the iCal URL.
  2. Select the client's name to open the "Edit Client" window.

  1. At the bottom of the "Edit Client" window, you will see the "Client iCal." Share this URL with the client to add to their calendar.

Edit Client window showing client name selection

Edit Client window showing Client iCal URL

Information Displayed

When your client has the iCal URL connected, they can expect to see the following information. The information included below will only appear if they exist on the calendar appointment in BestNotes. The client will not be able to make any changes to an appointment outside of BestNotes.
  • Appointment subject line.
  • Appointment status.
  • Appointment date and time.
  • Appointment location (Facility).
  • Staff Attending (Provider).
  • Meeting URL.
  • "BestNotes CRM" identifier.

Here is an example:

Next Steps

For instructions on how to import your calendar, visit: Back to top of page