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Locate: Booking Index > Invoice > Add Note & Booking > Notes
Prerequisites:
- Admin permissions or restricted permissions to Bookings.
- 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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
This article is a brief introduction to the Booking Notes functionality, with information on how to find and access your invoice notes.
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Booking Notes feature.
Overview
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Sometimes Staff need 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 both 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 >