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Storing notes on a Session


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.

 

  1. Click on Notes

  2. Click on Add Item
    Select New for a New Note
    Select Internal for a Note that will NOT display on the Event Order
    Select From Default Notes to select from your pre-populated list

  3. Edit the note as required for this booking

  4. 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

  5. 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.

  6. Press save

 

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