Standard Notes

If you have the login access of a Site Administrator, you can define a set of standard store notes that can be applied to a customer or a booking to speed up the booking/ reservation process. Company administrators can define notes that can be made available to all sites.

With standard notes defined, staff can select one or more of the pre-defined notes and add them to the reservation, making additional comments if necessary.

Booking notes are displayed on the Wait List allowing you to refer at a glance to key booking information. Customer notes are not displayed on the Wait List.

Creating a Standard Note

Follow these steps to create a standard store note:

1. Select New Note

2. Enter a note title and accompanying text

   Both the title and the text will be displayed in the note

3. Select whether you want the note to be available as a booking note, customer note or both by selecting the appropriate check boxes

4. Click Submit

   You can also modify where the note is displayed the on the main Standard store notes window by changing the priority of the notes to determine the order that they are displayed in the host’s Customer/ Booking Notes.