It is difficult to keep track of bookings and conversations when providing advisory at scale. Making it simpler for members to recollect and record keep the progress or important highlights of a booking, Quicko Pro has 'Notes'.
To add a note:
- Navigate to the Bookings from the left nav bar.
- Find the booking you want to add a note for and go to the summary view.
- Next to the Files tab, you’ll find Notes. Click on Add.
- This will open a dialog where you can type your note, add an image or link, format the text better and finally, click on Add note.
- Once added, you can edit or delete a note.
Remember, anyone with access to the booking will also have ability to manage notes. Therefore, it is not advisable to include any confidential information here.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article