Read this introduction to the Booking Notes functionality, with information on how to find and access your invoice notes.
To learn more about the functionality of Booking Notes, please read the entire series of articles accessed at the side and bottom of this page.
- Filtering booking notes by date
- Filtering booking notes by Staff
- Searching booking notes
- Exporting booking notes
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Where can I find this feature using the top menu?
Booking Index > Invoice > Add Note & Booking > Notes
What prerequisites are there?
- Admin permissions or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic, new, or both?
- The Booking Notes feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Booking notes overview
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Sometimes Staff needs to make notes on bookings, for example, to add reminders for when the Guests check-in or to leave instructions for fellow Staff members.
Checkfront makes this possible with the system note field that displays by default on every invoice.
The Notes report (Booking > Notes) shows all the Staff notes added to your bookings for the chosen timeframe.
You can also report on Staff and Customer notes via the Booking Index (Reports > Booking Index).
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Learn more about your reporting options here: |
Filtering booking notes by date >