Hi Rasmus | Aloha Integration How to: Pull Client Appointment information into Session Notes

This article reviews how to pull Client information from a specific Aloha appointment into a Hi Rasmus session note and includes the list of fields that can be pulled over

1. Navigate to Settings > Templates > Notes

Select the pencil icon to edit the note template you wish to add appointment specific information to.

2. Select the [Dynamic Fields] Dropdown and expand the [Appointment] list

Click on Expand "Appointment"

4. Select the fields that you would like to pull into the note from the client's appointment in Aloha.

NOTE: If a note is completed before a session is linked to the Aloha appointment the note will have to be reopened for editing after the Aloha appointment is manually linked in order for the appointment fields to generate!

Appointment fields on the client's session note will now generate based on the linked Aloha appointment once the note is completed

List of Aloha appointment fields that can be pulled into a Client's Session Note

Place of Service Address
Place of Service Code
Place of Service Description
Scheduled Date
Scheduled Finish Time
Scheduled Start Time
Service Code
Service Name

*Please note if you leave location blank on the client's Aloha appointment, it will default to the client's office on the Hi Rasmus session note if you have it pulling over Place of Service Address, Code, & Description.

You can refer to our Aloha Integration FAQ on how to update session notes with the correct address here

-Updated September 2025