If you would like to add a note to a reservation,
- Go to the desired reservation
- Click on the plus symbol (+) in the top left summary panel next to Notes
- From here you can add a free form note by adding a title and clicking Create or one with an auto-generated title, these are the titles available:
- Sales Note
- Internal Note
- Travel Plans
- Once added you will be taken to the note creation screen, from here you will be able to set these parameters for the note
- Description
- Set as Reminder (Allows admin to pick a date, a reminder will appear on the reservation dashboard)
- Status
- Incomplete
- Completed
- Ignored
- Priority
- Low (Green)
- Medium (Yellow)
- High (Red)
- Highest With Alert (Blinking Red)
- View History
- Add a comment
- Once the parameters are set, don't forget to save your work. The title, status, and priority will show under Notes
- Admins can also delete notes once saved using the remove button
