Use the Staff filter in your booking notes to view comments added by a specific team member. This feature helps you monitor Staff activity, follow up on guest communications, and maintain accountability within your operations.
Learn how to use the Staff filter in the Booking Notes report to filter for Staff and Partner-created booking notes, including step-by-step instructions.
New to Booking Notes? Read the first article in this series for an introduction to the Booking Notes feature.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Booking > Notes > Booking Notes report
What more do I need to use this feature?
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Admin or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products). → Learn more about products
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What is a Staff account? A Staff account lets you provide access to individuals who need to manage inventory, availability, or bookings. |
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Storing credit card information To protect Customers’ Protected Personal Information (PPI) and to comply with PCI regulations and the Checkfront Terms of Service, please do not store credit card information in booking or note fields. Checkfront is PCI compliant. We securely transmit payment details to certified payment providers only, and do NOT store credit card numbers, expiration dates, or CVV codes in our databases. We recommend using a payment provider like Stripe to securely capture credit card details and process payments. See our List of supported payment providers for more options. The penalties for breaking PCI compliance are steep for both you, the merchant, and us, the service provider. For more information, please see our Terms of Service: Checkfront Terms of Service. |
Filtering by Staff overview
You can filter the list for booking notes entered by Staff or Partners.
Click the Staff button to open the dropdown menu and select a specific Staff Member, Partner, or Staff Member to report on.
Filtering by Staff (step-by-step)
- Navigate to Booking > Notes.
- Open the Staff filter.
- Choose to report on notes created by a specific Staff member, Partners, or Staff Members.
- Select a booking from the displayed results.
- Click the Booking ID to access the Booking Invoice.
- See the Notes column in the right-hand panel.
Next Steps
The following article explains how to search for booking notes.
< Filtering the booking notes report by date | Searching the booking notes report >