NotaryCentral Logo
NotaryCentral

Appointments

Managing Mileage, Notes, & Holds

A guide to editing trip logs, documenting appointment notes, reviewing final PDF files, and putting bookings on hold.

•

Maintain precise compliance records and coordinate with clients by revising travel distances, organizing signing notes, retrieving completed PDFs, updating confirmation statuses, or pausing bookings.

1. Modifying Mileage Entries (/appointments/[id]/mileage/[mileageId]/edit)

To update or correct travel records associated with a specific mileage entry:

  • Revise parameters — Edit the origin, destination, distance (miles), duration, or date.
  • Recalculate costs — Save the mileage record to automatically update tax and profit projections.

2. Writing New Signing Notes (/appointments/[id]/new-note)

Quickly document live session details, requirements, or signer accommodations:

  • Write a new note — Input descriptions, signer directions, or key compliance observations.
  • Collaborative history — Save the note to append it to the appointment's timeline ledger.

3. Reviewing Booking Notes (/appointments/[id]/notes)

Read all internal comments, instructions, and timeline events captured for a booking:

  • Unified log — View a chronological list of notes compiled by notaries, schedulers, or support agents.
  • Search and Filter — Verify historical entries before initiating contact or launching a signing session.

4. Marking as Unconfirmed (/appointments/[id]/not-confirmed)

If a client fails to verify their scheduled slot, mark the booking as unconfirmed:

  • Update state — Changes the appointment status to "Not Confirmed" to free up slots or trigger auto-reminders.
  • Client notifications — Choose whether to notify signers to prompt them to confirm details.

5. Reviewing Completed PDFs (/appointments/[id]/notarized-documents)

Retrieve and review the finalized, legally signed and sealed documents:

  • Document ledger — View a list of files notarized during the session.
  • Secure download links — Generate temporary, authenticated download URLs to view or print the tamper-evident PDFs.

6. Pausing Bookings (/appointments/[id]/on-hold)

Temporarily pause an appointment instead of canceling it:

  • On-Hold status — Places the booking in an "On Hold" state (e.g., waiting for document corrections, signer ID renewal, or witness scheduling).
  • Resume flow — Reactivate the appointment at any time without needing to recreate signer profiles.

Open these pages in Notary Central