In this group

Add notes to a booking

Notes are for your team — allergies, preferences, or follow-ups. Add them after the booking exists from Calendar.

Step by step

Open the booking
On Calendar, click the booking to open Booking Details.
Find Notes
Scroll to the Notes section. Use the Add internal note… field.
Add the note
Type the note and choose Add. New notes append below earlier ones.
Find it later on Bookings
The Bookings table has a Notes column, and Search bookings… can match note text.

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In this group

Notes are for your team — allergies, preferences, or follow-ups. Add them after the booking exists from Calendar.

Open the booking
On Calendar, click the booking to open Booking Details.
Find Notes
Scroll to the Notes section. Use the Add internal note… field.
Add the note
Type the note and choose Add. New notes append below earlier ones.
Find it later on Bookings
The Bookings table has a Notes column, and Search bookings… can match note text.

Nice work

You've completed this guide.

Continue with:

Was this helpful?

Tell us what you’re trying to do. We’re happy to help you personally.