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How do I add Staff-only notes to a Customer Profile?

Use Staff-only notes to record internal insights about a Customer, like preferences or special requirements, so your team can provide better, more personalized service.

Learn how to add a Staff-only note to a Customer Profile in the Customers Directory.   

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Booking Form: Manage > Layout > Booking Form
  • Customers Directory: Customers > Directory
     

What more do I need to use this feature?

  • Admin permissions to manage your account.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

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What is a Customer profile?

A Customer profile is a record in the Customers Directory, which is the central hub for storing Customer data, such as name, address, phone number, etc.

 

Adding a Staff-only note to a Customer profile

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Do you want to add a note field to a Customer profile that only Staff can fill out? Keeping notes in Customer profiles about their preferences, allergies, and other relevant information can be helpful.

You can follow these steps to set this up: 

 

Checkfront dashboard showing the Manage menu with the Layout option highlighted.

1. Navigate to the Booking Form area (Manage > Layout > Booking Form).

 

Booking details form with an arrow pointing to the option for adding a new field.

2. Choose + Add new field to open the Create Form Field window, e.g., Single Line Text or Paragraph Text type.

 

Edit form field window open on the General tab showing label, ID, report label, and tip fields.

3. Fill out the General tab fields, including Type, Label, and ID.

 

Edit form field window open on the Options tab with settings for customer, staff, and profile visibility.

4. Select the Options tab.

 

Edit form field window with options selected for attaching to customer profile and restricting to staff-only.

5. Check Show on form from the Staff options list. Uncheck any other Customer or Staff options.

6. Check the Attach this field to the customer profile option. This option is available with all field types.

7. Select Add (or Update).

 

Booking details page highlighting the staff-only notes field for internal use.

You can then access and edit the field from the Booking Details list.

 

Customer profile form displaying personal information fields with staff-only notes at the bottom.

Staff can now view and access the field within all Customer profiles from the Customers Directory (Customers > Directory > Customer Profile). The system does not display this field on any Customer-facing forms or invoices.

 

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Learn more about the booking form and Customer profiles

For a detailed look at the booking form and Customer profiles, check out the following articles:

 

 

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