The guest-related notes appear as pop-up alerts when you open the guest history, during guest check-in, when booking an appointment, or in the Point of Sale (POS) window.
Permissions required: By default, the manager role has permission to enter guest notes. Permission can be added to other roles if required.
To enter and enable guest notes to pop up as alerts:
- Navigate to the Guest Profile.
- In the Notes tab, enter notes related to the guest.
- Select all or any of the below options:
Show on opening Guest History: Select if you want critical alerts to show on opening the Guest Profile screen.
Example: Guest is allergic to lavender oil
Show during check-in: Select if you want the alert to show when the guest’s appointment status is ‘check-in’.
Example: Guest prefers a hot beverage on arrival
Show when booking an appointment: Select if you want the alert to show when booking an appointment for the guest.
Example: High Profile Guest
Show when taking payment: Select if you want the alert to show when you take payment for the guest.
Example: Guest is a member
- Private: Select if you wish to restrict this alert to only managers and front desk staff - this alert will not be visible to the service provider.
4. Click Add.
The note is now added in the Notes section.
With the required permission (by default, the manager role has permission), you can delete the note.
Depending on the configuration, you can now view the alert that you added each time you access the guest profile. The alert displays as follows: