Note-taking
Note Taking
Link each calendar to a note taking app. Once configured, every visitor profile shows an "Open note" button that jumps directly to that visitor's note.
The setting is per calendar, not per visitor. You configure it once and it applies to every visitor in that calendar automatically.
Supported apps
| App | How it works |
|---|---|
| Obsidian | Opens or creates a note by name. Vault is auto-detected. |
| Bear | Opens a note by title. Creates it if it does not exist. |
| NotePlan | Opens a note by title. A separate "Create note" button is shown when the note does not exist yet. |
| Apple Notes | Calls a Shortcut you build once. The Shortcut finds or creates the note by name. |
| Shortcut | Calls any Shortcut you name. Passes the appointment ID so the Shortcut can fetch full visitor details. |
Setting it up
- Open the calendar settings for the calendar you want to configure
- Tap Set up in the Note Taking section
- Select your app from the list (installed apps are shown as detected)
- Configure the pattern and, for Obsidian, select your vault
- Tap Save
Once saved, the Note Taking section shows a summary of your configuration with an Edit button.
Patterns
For Obsidian, Bear, and NotePlan, you can customise how the note name is generated using tokens:
| Token | Value |
|---|---|
{name} |
Full visitor name, e.g. Jan de Vries |
{firstName} |
First name only, e.g. Jan |
{email} |
Visitor email address |
The default pattern is {name}. A live preview in the setup sheet shows what the link will look like for a sample visitor.
If a visitor uses only their first name at booking, you can override the note path per visitor from their profile.
Per-visitor override
On any visitor profile, tap Edit next to the note link to set a custom note title for that visitor. This overrides the calendar pattern for that person only.
Apple Notes and Shortcuts
Apple Notes has no public URL scheme for opening a specific note by name. The Apple Notes option calls a Shortcut you build once in Shortcuts.app.
Hamaki passes the appointment ID to your Shortcut. Your Shortcut calls the Get Appointment Details action to retrieve the visitor's name and then finds or creates the right note.
The generic Shortcut option works the same way and supports any app you want to connect.
Where the button appears
Once configured, the "Open note" button appears in two places:
- Visitor profile: in the header, next to the visitor's name
- Spot detail: in the primary actions
For NotePlan, a secondary "Create note" button also appears when the note does not exist yet.
Removing the configuration
Open the calendar settings, tap Edit in the Note Taking section, then tap Remove at the bottom of the setup sheet.