Notes are internal messages on a booking, such as a guest's request to move to a later time. Guests never see them.
In this article
Before you begin. Adding a note requires the Add comments to Trips permission, or permission to edit trips. If the Add Note button is missing, ask an account admin to grant it.
Learn how to manage permission groups
Learn how to manage permission groups
Add a note to a trip
- Open the trip and go to the Notes tab.
- Choose Add Note, type your note, and press Enter to save.
Add a note from the manifest
On the manifest, choose Add Note on a timeslot to leave a note that applies to that departure. Each order on the manifest also has its own note.
Edit or delete a note
Only the person who wrote a note can edit or delete it.
Notes and flags
A note records information and needs no action. To get a teammate to act on a trip, flag it instead. See Flag and unflag a trip.
Frequently asked questions
Can I search for text inside notes?
Yes. See Search across TripWorks.
Can guests see trip notes?
No. Notes are for your team only.
Related
Built for attractions, tours & activities
Keep your whole team on the same page
See how attractions, tours, and activities share notes and flags on every booking with TripWorks. Book a demo and make the switch.