Tags/Notes on Bookings in Diary View

How to identify customers easily

Tags are a quick way to inform floor staff about information relating to a booking, such as 'VIP customer', 'Allergy' or 'Birthday'. Adding Tags and Notes to bookings can be done when creating a new booking, or when editing an existing one.
To add tags to a booking:

1. In the booking form window you will see the Tags tab. Click in the Search for tag area; tags will appear automatically or you can start to type if you the name of the tag that you would like to add to the record.

1. Select the Tag you want to add this to you booking.

2. Click Save. Tags will now will be visible on the booking.

Notes

There are 3 different types of Notes which can be added to a booking:

• Booking Notes - apply to that occasion only and can be added by the customer at the time of booking online, or added to the booking by the venue
• Customer Notes - are permanently added to a customer record
• Manager Notes - are visible only to managers, and remain with that customer's profile.

All 3 Note types can be added to the record by the venue via the booking form when creating a new booking, or editing an existing one. 

Venue adds Booking Notes:

Select the Notes tab on the booking form.

1. Enter in your desired booking notes. Remember these are only for the booking on that specific occasion, will not be stored with the customer's profile.
2. Booking notes also appear when hovering over the booking in the Diary timeline view, for quick reference.

Customer adds Booking Notes:

1. Notes can be added at the 'Your details' stage of the online booking process
   
   
2. Customer added Booking Notes are only surfaced to customer upon first adding them in the widget
   
   
   
   
3. The Notes are visible to the venue once the booking lands in the Diary in the Notes tab of the booking and by hovering over the notes icon as per above
4. The venue can choose to receive email notifications whenever a booking is made with booking notes included by changing their notification settings in the Admin panel >Email Settings
   
   
   
   

Important information: Booking Notes added by the venue are not exposed to the customer in automatic emails sent by the system, or in the widget if the customer chooses to edit the booking.

Customer notes and manager notes require the booking to be clicked on to view the notes attached. These notes remain on the customer record permanently, and are not exposed to the customer on emails or in the widget.