Adding notes to the reservation
- Select Front Desk > Call Center. The Call Center screen is displayed.
-
Search and select an existing guest reservation record using the Landing
Page.
Note: Alternatively, you can also select the guest reservation record on the Recent Reservations widget.
- Select Notes in the Navigation pane. The Notes screen is displayed.
-
Review the notes in the Quick Notes
section.
Note:
- The notes specified in the Record View tab on the Group Booking screen for the delegates (Copy to Delegates is selected) are displayed in the Reservation Notes field.
- The notes specified on the Notes tab of the Guest Profile or Guest Stay screen are displayed in the Guest Profile Notes field.
- Click +Add.
-
Specify this information in the Add
New section:
- Category
- The classification of the notes.
- Note
- The text message displayed in the Notes.
- Save to Profile
- Select this check box to add this note in guest profile.
- Set to Private
- Select this check box to indicate the message is specific to a registration.
- Display on Check-In
- Select this check box to display the note associated with the guest stay during the check in.
- Display on Check-Out
- Select this check box to display the note associated with the guest stay during the check out.
- Display on Reservation Retrieval
- Select this check box to display the note associated with the guest reservation when the reservation data is retrieved.
- Print on Confirmation
- Select this check box to print the message when guest
confirms the guest stay.Note: When the Set to Private check box is selected this check box is protected.
- Print on Registration
- Select this check box to print the message when the guest
completes the registration process.Note: When the Set to Private check box is selected this check box is protected.
- Print on Housekeeping
- Select this check box to print the message for the housekeeping department.
-
Click Apply. The note is added to
the Guest Record grid.
Note: You can select the Display on Check-In, Display on Check-Out, Display on Reservation Retrieval check boxes only if the Private Note check box is cleared.