Adding notes to a reservation ensures that any staff member using the system can access important guest information and special requests. This keeps everyone informed and helps provide top-notch service to your guests.
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- First, find the reservation and click to open it. This action will bring up the Reservation drawer, which displays booking information on the "Details" tab.
- Find the "Reservation Activity" section within this tab.
- Click in the "Add Comment" box under "Activity Feed." Type your note.
- Pictures or documents can be added to your note by clicking the paperclip icon at the bottom right-hand corner of the comment box.
- A new window will pop up where you can find and add your attachment.
- Once you find what you want to add, click it and then click "Open" at the bottom right. You'll return back to the reservation window and see the name of your attachment in the comment box. Yup, it's added.
- When you have completed your note, click the ">" icon in the bottom right-hand corner of the comment box to save it.
- The note will then appear in the "Reservation Activity" section. Notes are organized with the most recent at the top.
