How to add permanent notes to a guests profile

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:12 PM by Alex Savchuk

Go to the Reservations module > Guest History

Search for the Guest Profile by using the search criteria. Once the profile is located, click on the Account Name.

Scroll to the bottom of the profile to the Notes section

Add a note

Save the note

Save the profile.

In the future, the note will be added automatically on all reservations created for the specific Guest's Profile.

Please note: The option is only for Notes and not for Tasks.

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