Notes are internal messages on a booking, such as a guest's request to move to a later time. Guests never see them.
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Two kinds of notes on a trip
The trip page has two note buttons, each labelled for what it does:
- Trip note keeps a running conversation about the whole trip, like "Guest asked to move to the 2pm if it opens up." It's under the guest's name at the top of the trip. (The button uses your account's word for trips, so it may say Booking note or Reservation note.)
- Manifest note... adds one short note to an activity on the trip, like "Bringing a stroller." It shows in the Manifest Note column on the Manifest, right where your team checks guests in.
Add a trip note
- Open the trip and select Trip note, or go straight to the Notes tab.
- Type your note and press Enter to save.
Trip notes show on the trip's Notes tab. To see them on the Manifest too, turn on the Trip Notes column there under Customize Columns.
Add a manifest note
- Open the trip and select Manifest note... in the action bar above the guests.
- Type the note and save.
Manifest note... shows when that activity doesn't have a manifest note yet. Once it does, edit it from the Manifest Note column on the Manifest. You can also add one there with + Add note on the booking's row. Manifest notes need the Change existing trips permission.
On the Manifest you can also leave a note on a whole timeslot, which applies to everyone on that departure.
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. Trip notes and manifest notes are both for your team only.
What's the difference between a trip note and a manifest note?
A trip note goes into the trip's Notes tab, a running thread your team can add to. A manifest note is one short note per activity that shows in the Manifest Note column, so whoever runs check-in sees it. Use manifest notes for things the crew needs on the day.
What happened to the Diary Notes column on the Manifest?
It's now called Trip Notes (or your account's word for trips). It shows the internal notes from each trip's Notes tab. Turn it on under Customize Columns.
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