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Searching the booking notes report

Use the provided search field to learn how to search for specific notes in the Booking Notes report.

The Search feature in booking notes helps you quickly locate specific comments or details added to a booking. This is ideal for finding Guest requests, incident reports, or internal notes entered by your Staff - saving time and improving communication.

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?

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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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.

 

Searching notes overview

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Booking notes screen highlighting the Search Notes Field, which allows staff to quickly locate specific notes by typing keywords.

To find a specific note or series containing a specific keyword, enter the search term in the Search notes field and either click the search icon or press 'enter' on your keyboard. Any matching results display below the search field.

 

Searching notes (step-by-step)

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  1. Navigate to Booking > Notes.
  2. Enter your keyword in the Search notes field.
  3. Select a booking from the displayed results.
  4. Click the Booking ID to access the Booking Invoice.
  5. See the Notes column in the right-hand panel.

 

Next Steps

The following article explains how to export booking notes.  

 

 

< Filtering the booking notes report by Staff     |     Exporting records from the booking notes report >