Keeping track of important details about your Bookings is now easier than ever with the Notes feature!

To see Notes, click on Bookings > select a Booking > to see the Booking Details page.

BOOKING NOTES VIEWING PERMISSIONS

Scroll down to the bottom of the Booking Details page. Here you will see the different kinds of notes you can add for a Booking.

LEFT SIDE BOOKING NOTES:

Notes entered on the left side will show for this booking only (single occurrence).

  • In the top field, are notes that are viewable by your customers.

  • In the middle field, are notes that are viewable by your service providers

  • In the bottom field, are notes are viewable by administrators only.

RIGHT SIDE BOOKING NOTES:

Notes entered on the right side will show for every recurring booking. (multiple occurrence).

The same concept applies to the left side of the Notes, but these are for Recurring Bookings, meaning that every note you apply to this section will apply to every Recurring Booking as well.

  • In the top field, are notes that are viewable by your customers.

  • In the middle field, are notes that are viewable by your service providers

  • In the bottom field, are notes are viewable by administrators only.

Once you have created your note in the correct field to set your Viewing Permissions, click "Ok" to save. And now your note is set!

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