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Customer Notes

Customer notes let you record internal information about a customer that your whole team can see. Notes are visible only to your staff — customers cannot see them. They are a great way to track preferences, special requests, issues, or anything else worth remembering.

Viewing Notes​

  1. Click Customers in the sidebar and open a customer profile by clicking their row in the table.
  2. Scroll down to the Note section on the customer detail page.

Notes are displayed as cards below the note input area, with the most recent note first. Each note card shows:

  • The note text.
  • A timestamp showing when it was added.
  • An edit icon (pencil) in the top-right corner of the card.

Adding a Note​

  1. On the customer detail page, scroll to the Note section.
  2. Type your note into the Enter note text area.
  3. Click Save.

The note will immediately appear as a card below the input area.

Editing a Note​

  1. Find the note you want to edit.
  2. Click the pencil icon in the top-right corner of the note card.
  3. The card switches to edit mode — the note text becomes editable in a text area.
  4. Make your changes.
  5. Click Update to save your changes, or click the close icon (X) to cancel.

Deleting a Note​

  1. Click the pencil icon on the note you want to delete to enter edit mode.
  2. Click the Delete button (shown in red at the bottom of the note card).
  3. A confirmation dialog will appear. Click Confirm to permanently delete the note, or Cancel to keep it.
caution

Deleting a note is permanent and cannot be undone.

Tips for Using Notes​

  • Record customer preferences. For example: "Prefers larger bike frame" or "Wants a guide who speaks Spanish."
  • Track special requests. If a customer called ahead with a request, note it so the team member handling the booking knows.
  • Flag issues. If a customer has a history of late returns or cancellations, a note helps your team stay informed.
  • Keep it professional. Notes are internal, but they should still be written in a way that any team member can understand and that you would be comfortable sharing if needed.