How to Add a Note on a Reservation

When used:

When a customer is or is not going to get a deposit refunded, or when there is other unique info for the reservation, it’s handy to add a note on the customer’s household.

Facility Reservation Timeline: Note the info on the reservation record.

• Visit the Front Page
• Log in as admin
• Click on the menu in the upper right hand corner of the Front Page
• Scroll to Master Calendars
• Select Facility Reservation Timeline
• Use the dates to find the correct date of the reservation.
• To remove or update, click on the listing on the timeline
• The modal opens
• Enter a Note
• Under “Status,” select the option called “Cancel.”
• Save
• Refresh to clear from the calendar

Back Office: Note the info on the reservation on the household account:

• Log into the Back Office
• Manage a Household
  Search for a household (use filters, as the list will not automatically display all)
  Next to the name of a household member, click the “go to menu”
• Select Reservations
• A list of reservations appears
• Select the Edit Button
• “Edit Facility Schedules” appears
• Enter info in “Contact Notes”
  
  This information will appear on the Facility Reservation Payment Detail Report (View more info on this here).