How to add notes for a group account

Created by Vania Viegas, Modified on Fri, Mar 7 at 1:22 PM by Vania Viegas

This section allows you to add notes for:

  • The group account
  • Add notes to the group that you want copied to each group reservation. 


Each note has an option to “Copy note to reservation” and this copies the note to the newly created reservations for the account. 


 


The note saved on the group account displays a column if it is an account not or meant to be copied to reservations.


 



The notes that are copied to reservations are displayed in the notes section of the reservation.


Steps:

1. Go to Account> Groups> Open the desired group account,

2. Scroll to the bottom of the Account Details tab to the "Notes" section,

3. Click on the "Add Note +" button,

4. in the notes pop up, add the note as desired and click the "Add" button to save it.


  

 

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