Make notes

Notes, information from external systems and Task Management

This page explains how to make notes, manage tasks and integrate external content

Contents

1 Notes

You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.

• Add a "Notes" module form the "Communications menu to your DASHBOARD. Click here for more information on how to customise dashboards.
• Notes to a room can be added in the CALENDAR. Click here for more information on how to use room notes.
• Use the "Diary" function in the CALENDAR to make notes for specific days. Click here for more information on how to use room notes.
• Use the "Notes" in bookings to make notes for in a specific booking. Click here for more information on how to manage bookings.

2 External Content

You can use the "Notes" module on the Dashboard to embed content from an external system in an iFrame.

3 Task Management

There are several options to manage tasks which are listed below. You might also find this help page useful.

3.1 Auto Actions

You can trigger automated Email to specific Email addresses when a booking meets certain conditions. The Auto Action help page provides more information and setup instructions.

3.2 Automated Reports

Under REPORTS can set up custom reports and use the Routines function to automatically send reports to specific recipients. Go to (SETTINGS) > ACCOUNT > ROUTINES for setup.