Skip to main content

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.

Where to Find Notes​

Notes live on the Overview tab of the customer detail page, in a card on the left column called Notes. Each note shows the text, who added it, and when.

  1. Click Customers in the sidebar.
  2. Click a customer row to open their detail page.
  3. The Overview tab is selected by default — scroll down past the Contact information card to reach Notes.

The count next to the Notes heading tells you how many notes are saved on this customer.

Adding a Note​

  1. On the customer detail page Overview tab, find the Notes card.
  2. Type your note into the Enter note text area at the top of the card.
  3. Click Save.

The note appears immediately as a new entry below the input area, timestamped to "just now".

Editing a Note​

  1. Find the note you want to edit.
  2. Click the pencil icon in the top-right corner of the note.
  3. The note flips into an editable text area.
  4. Make your changes.
  5. Click Update to save, or the × 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 (red text at the bottom of the note).
  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.

Where Notes Show Up​

Beyond the Notes card itself, notes also appear in the customer's Activity tab as part of the merged timeline — so an event log of Added note — {snippet} shows up alongside bookings, payments, emails, and forms. The actor (whoever wrote the note) and timestamp are recorded.

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.