Open Customer Details.
Your staff's notes about the customer, such as a preference or what you agreed with them. The customer never sees these notes.
Owners and managers see every note in the Notes tab, which shows once the customer has a note. Pinned notes come first, then the newest. Each note shows who wrote it and when, and (edited) once its author has changed it. The Overview shows only the pinned notes.
To add a note, type it in the box under Recent activity on the Overview tab, or in the Notes tab, and select Add note. A note can be up to 5,000 characters.
Select the actions button on a note to:
- Pin it to the top, or Unpin it. Any owner or manager can pin a note.
- Edit it. Only the person who wrote a note can edit it.
- Delete it. Any owner or manager can delete a note. Select Delete again to confirm.
A note brought over from your previous booking system keeps its original date and the name of the person who wrote it there, and is labelled Imported. Nobody can edit an imported note, but you can pin or delete it.
Notes also show in the customer's activity, under Notes and All, at the date they were written.
When the customer deletes their Naayya account, the notes about them are deleted. A customer's own copy of their account data includes the notes about them, without the names of the staff who wrote them.