Adding booking agency profile notes

You use the Booking Agency Profile Notes tab to record notes about the booking agency that will automatically copy to a reservation or walk in associated with the profile. When adding a note you can opt to have the note print on confirmation letters, or you can opt to keep the note private. You can also set the not to be property specific.

To add notes to a booking agency profile:

Select Profiles > Booking Agency Profiles.
On the List View tab, select a booking agency profile to work with and click the Notes tab .
In the Notes Detail section, specify the information that you require. See addition information about these fields:

Property Specific

Select this check box if the Note is specific only to the property.

Print on Confirmation

Select this check box to print the Note on the confirmation letters.

Private Note

Select this check box if the Note is for internal reference.

Copy to Child Profiles

Select this check box to copy the Note to all the child profiles of the parent.
Click Save. The note is added.

Note: To delete a note record from a booking agency profile, select the note to delete from the list and click Remove Record and then Save.