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      Creating Notes in a Booking

      Learn how to add a new note, an internal note or a default note to a quote or booking.

      Booking notes are a way to add comments or notes to a quote or booking and apply them to your Banquet Event Order (BEO) or other documents in the system. You can choose to create a new note or bespoke note for specific bookings or select from your template default notes.

      Adding a New Note to a Quote or Booking.

      1. Navigate to the quote or booking you wish to add the note to:
        • Sales > Quotes > Select and edit Quote 
        • Bookings > Booking > Select and edit Booking
      2. Click 'Notes' Tab > Select 'Add Note' > Add New 
      3. Complete the following:
        • Note- Description/detail of the note.
        • Is Private- If this note is private it will not be shown to clients, otherwise it may be displayed in documents.
        • Templates Applied To- Choose which document you would like the note to be displayed on.
        • Applies To- Select the most appropriate heading for your note. This will effect where it will fall on your Banquet Event Order.
          Note: If you do not assign the note to a heading, the note will not be displayed on your documents.
      4. Click 'Save'.

      Adding a New Note

      Adding an Internal Note to a Quote or Booking.

      1. Navigate to the quote or booking you wish to add the note to:
        • Sales > Quotes > Select and edit Quote 
        • Bookings > Booking > Select and edit Booking
      2. Click 'Notes' Tab > Select 'Add Note' > Add Internal Note 
      3. Complete the following:
        • Note - Description/detail of the note.
        • Is Private - This defaults to Yes as an internal note will not display on the BEO.
        • Templates Applied To - Untick the document options to ensure this note will not display on any of the documents.
        • Applies To - Do not assign the note to a heading and therefore it will not be displayed on your documents. 
      4. Click 'Save'.

      Adding an internal note

      Adding Default Notes to a Quote or Booking

      1. Navigate to the quote or booking you wish to add the note to:
        • Sales > Quotes > Select and edit Quote 
        • Bookings > Booking > Select and edit Booking
      2. Click 'Notes' Tab > Select 'Add Item' > Add From Default Notes
      3. Select note/s you wish to add from the pre-populated list. 
      4. Select and edit the note as required for this booking
        Note: If you have a note allocated to the heading; menu, beverage, session/function or resource,  you will need to edit the note and select which items the note is to be applied to. 
        If you do not select an item, the note will note appear on the event order.
      5. Click 'Save'.

      Adding a default note to a booking