How to use the Notes Manager?
Go to Customers - Notes Manager.
1. Click ‘+ Create New’ to start recording a note.
2. Choose the note type. Currently, you can create two types of notes - Profile Notes or Attendance Notes.
3. Profile Notes: Create a profile related note within the limit of 500 characters, and link it to an account
and one or all attendees belong to that account if needed.
4. Attendance Notes: Create an attendance related note within the limit of 500 characters, and link it
to attendance record(s) by selecting date and attendee(s).
5. Once the note is saved, other staff members with permission are able to leave comments.
6. Profiles notes can be viewed, archived, or deleted by going to the ‘Notes’ tab
under the Account or Attendee.
Staff members can be configured with different permissions for accessing the Notes Manager
as well as the notes section under Accounts, Attendees, and Attendance.
Go to Staff - Permission, click 'Edit' for the permission role to be updated.
Scroll down to the Notes Manager section and assign the desired permissions to the role
by ticking the checkbox(es).
Related Articles
How to update billing frequency of a confirmed booking?
Billing frequency (one-off, weekly, or monthly) of a confirmed booking can be updated in the Booking Manager.How to manage discounts of a confirmed booking?
To manage the discounts of a confirmed booking, the booking needs to be changed to the pending status first. Then, follow the steps in managing discounts of a pending booking.How to set up Special Day Programs?
When unexpected disruptions such as teachers strike are announced, follow the steps below to manage Special Day Programs. 1. Set up New Closure Day Go to Setup - Closure Days, click '+ New Closure Day' to add the day as a Closure Day. Mark paid or ...How to batch retry?
When selected Multiple failed invoices, credit notes and overpayments can be reprocessed in bulk.How to update the subsidy tag of a confirmed booking?
Subsidy status (subsidy intended or not) of a confirmed booking can be updated in the Booking Manager.