Notes can be added to a booking in the calendar and to a customer record to enable you to store information for your team to refer to. This can be anything from their drink preferences to allergies and special requests, enabling you to offer a unique and personalized experience. 

Please note: These notes are made by the business on a booking or in the customer record and so cannot be viewed by the customer.

How to add a note on a booking

  • Click on a booking in the calendar or in a customer record 
  • Click the customers tab
  • Click the three does next to the customer 
  • Click add notes
  • Type your note in the text box
  • Be sure to Add note to save your entry
  • Note: When you add a note to a recurring booking the note will be carried over and displayed on all bookings that are set to recur.

How to view and edit notes on a booking

You can easily see whether a customer has any notes on a booking from the customers tab:

  • Click on the booking in the calendar or customer record 
  • Click the customers tab
  • Type your note and click Update note to save changes

From the Agenda view, bookings with notes will have an icon to indicate that there are notes added.

How to add a note to a customer record

  • Go to the customer's record either by searching for them in the customers tab or by clicking their name in a booking and clicking customer page 
  • Click the notes tab
  • Click add note 
  • Type your note in the text box
  • You can also choose whether you would like to assign this note to a resource
  • Be sure to save note when finished. 
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