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Learn how to use the platform along with some tips and tricks

Add notes to a booking

Keep notes on a booking that only your venue can see — the customer never does.


Add a note to a booking to keep something about it that only your venue can see — a call with the customer, or a reminder for next time. The customer never sees these notes. Open your venue's Events page, click the booking, then the Notes tab, to add, edit or delete one.

Add a note

  1. Open the booking and click the Notes tab.

    A booking's page, with the Notes tab in its row of tabs

  2. Click +.

  3. Fill in Title (optional).

  4. To attach a file, click Select document, then drag one in or choose from what you've already uploaded (optional).

  5. Write the note under Body.

    The Add a note form, with a title and body filled in

  6. Click Add.

    The new note on the Notes tab, with its edit and delete icons

Edit a note

  1. Open the booking and click the Notes tab.
  2. Click the pencil icon on the note.
  3. Change the Title, Document or Body.
  4. Click Save.

Delete a note

  1. Open the booking and click the Notes tab.
  2. Click the trash icon on the note.
  3. Click Delete to confirm. This can't be undone.

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