Adding a New, Internal or Default Booking Note to a Quote or Booking
Adding Booking Notes
Booking notes are the most efficient way to add recurring notes to your event orders. Learn how to setup Default Booking Notes so that you can have custom templated notes ready to apply to your bookings.
- Sales > Quotes > Edit Quote or Bookings > Bookings > Edit Booking
Click on the Notes tab within the quote or booking if you have a simple booking or within a session if you have a detailed booking
Click on Add Note
Select Add New for a New Note
Select Add Internal Note for a Note that will NOT display on the Event Order
Select Add From Default Notes to select from your pre-populated list
Edit the note as required for the booking
Select where the note will be applied to. If you have used a Default Booking Note, the selection will be automatically selected for you.
Note: if you do not assign the note to a section of the event order, the note will not be displayed on the event order
If you have selected menu, beverage, session or resource, tick which items the note is to be applied to. You can select multiple items.
Note: If you do not select an item, the note will note appear on the event order.