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Booking Notes & History

Keep your team informed by adding notes to bookings and reviewing the complete history log. Notes help communicate important details, and the history log gives you a full audit trail of every action taken on a booking.

Adding a Note​

  1. Open the booking from the bookings table.
  2. On the booking detail page, find the Booking notes section on the right-hand side.
  3. Click Add note.
  4. Type your note in the text field.
  5. Click Add.

The Booking notes section on a booking detail page with the Add note link and text field.

Viewing Notes​

All notes appear in the Booking notes section on the booking detail page. Each note displays the note text and a delete button.

Deleting a Note​

  1. Find the note you want to delete in the Booking notes section.
  2. Click the X button next to the note.
  3. Confirm the deletion.
warning

Deleting a note is permanent and cannot be undone.

Examples of Useful Notes​

  • "Called customer to confirm pickup time, all good."
  • "Size swap agreed -- changed from medium to large wetsuit."
  • "Customer mentioned they may want to extend the rental by one day."
  • "Group of 6, need extra helmets ready at pickup."

Viewing Booking History​

The History tab on the booking detail page provides a chronological timeline of every action taken on the booking, titled Booking History.

What Is Logged​

EventExample
Booking created"Booking #1234 was created"
Status change"Status changed from Confirmed to Picked Up"
Payment recorded"Payment of $150.00 recorded (Cash)"
Refund processed"Refund of $50.00 processed"
Booking edited"Start date changed from 15 Feb to 17 Feb"
Items changed"Mountain bike x2 added to booking"
Cancellation"Booking canceled -- reason: Change in travel plans"
Fulfillment action"Items marked as picked up"
Note added"Note added by Sarah"
Email sent"Confirmation email sent to customer"

Reading the Timeline​

  1. Open the booking.
  2. Click the History tab.
  3. Scroll through the timeline to see all events, with the most recent at the top.

Each entry shows:

  • What happened -- a description of the action with a status badge
  • When -- the date and time

The History tab on a booking detail page showing the Booking History timeline with events.

Using Notes and History Together​

Notes and history serve different purposes:

  • Notes are things you write -- messages, reminders, and context for your team.
  • History is automatic -- EquipDash logs every action without you lifting a finger.

Together, they give you a complete picture of what has happened on a booking and why.