Booking notes and comments

You can add internal notes to a customer’s booking using booking notes and comments. These notes are never visible to your customers, and can be helpful for making special notes and reminders to your staff.

While booking notes and comments play a similar role, there are a few differences between them.

Booking notes

Booking notes are located on the booking overview, right below the payment summary. Because they are more visible than comments, booking notes are a good place to make note of important information or reminders.

After a booking note is saved, it’ll appear highlighted on the booking overview:

Adding booking notes to your manifest

You can also view and edit booking notes directly from your Manifest. If you don’t have the “Notes” column in your manifest already, you can add it by opening the Columns menu and check the box next to “Booking notes + payments”. (Remember to save your manifest settings if you want to save this column to your current manifest.)

Click on the Notes column next to a booking to add or edit a note.

Comments

Comments are located in the activity log at the bottom of the booking overview. If you don’t necessarily need your note to be visible at the top of a booking or in your manifest, you can add it as a comment instead.

This is also a good place to track external activities related to the booking, such as “Called customer to confirm party size.” The date and time of your comment will automatically be recorded.

Helpful hints

• You can add images directly to bookings notes and comments using Markdown.

• Search booking notes or comments using the search bar at the top of the Bookings section.