Add a note

Modified on Thu, 1 Aug at 3:13 PM

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:


  1. Navigate to the Bookings from the left nav bar.
  2. Find the booking you want to add a note for and go to the summary view.
  3. Next to the Files tab, you’ll find Notes. Click on Add.
  4. 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.
  5. 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.


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