Learn how to add a Staff-only note to a Customer Profile in the Customers Directory.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
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?
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Admin permissions to manage your account.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Adding a Staff-only note to a Customer profile
Back to topDo 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.
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Learn more about the Booking Form and Customer Profiles here: |