Adding notes

Helpful Tip for Reporting: Tags appear in the “Add a tag or internal note” field inside a purchase. Your Events and Transactions reports both feature a Tags column that pulls in all tags associated with bookings. 

Adding a Purchase Note

While making a purchase

1. After entering customer details and payment information, use the toggle to enable Internal Notes.
2. Type in your note in the Purchase Note field. 
3. Confirm the booking to save your note.

From the Purchases tab

1. In the Purchases tab, navigate to the customer purchase.
2. In the Notes section, click the +Add Note button.
3. In the pop-up, enter your note and then click the Add button.
4. The note will now appear under the Purchase Notes drop-down.

From the Dashboard Quick Search

1. On the Dashboard, type in the customer's name, email or phone number in the quick search bar.
2. Within the results section, click the 3-dot menu, then Add Purchase Note.
3. In the pop-up, enter your note and then click the Add button.
4. The note will now appear under the Purchase Notes drop-down.

Adding an Event Note

From the roster

1. Open the event roster
2. Select the +Note button
3. Type in your note. When you are finished, click the Add button.

Adding a Customer Note

From the Customer Record

1. Click Customers > Contacts and select a customer record
2. Under Customer Notes, select the Add Note button
3. Type in your note. When you are finished, click the Add button.