Add a Note
Keeping track of bookings and conversations is crucial when managing multiple customers. Notes help you document important highlights or progress of a particular booking, making it easier to stay organised.
Things to Keep in Mind
- Access: Owners and Managers can also view, edit, or delete notes.
- Rich Formatting: Notes can include text, images, links, and basic formatting for better organisation.
How to Add a Note
- Go to Bookings: Navigate to Bookings from the sidebar.
- Find the Booking: Locate the booking you want to add a note for and open the Summary view.
- Open Notes: Click on the Notes tab, located next to the Files tab.
- Add a Note: Click Add, type your note, add an image or link, and format the text as needed. Click Add Note to save.
- Edit or Delete a Note: After adding a note, you can update or remove it as and when needed.
Need More Help?
Contact our support team.
Related Articles
Upload and View Files
You can manage documents for a booking in your workspace. Easily organise your files directly from the Booking Summary tab. Things to Keep in Mind Supported Files: You can upload .pdf, .xlsx, .json, or .jpg files. Security: All your files are stored ...