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

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

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

You can follow these steps to set this up: 

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

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

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

4. Select the Options tab.

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).

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

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

Learn more about the Booking Form and Customer Profiles here: Introduction to booking form fields Introduction to the Customers Directory and Customer Profiles