How to add notes to a trip?

  1. Locate the trip menu on top of your screen and click on Notes.
  2. Choose the services you wish to add notes to. (flight, cruise, transportation, lodging, activity, insurance, restaurant, etc). Write your note and click on Add.

The notes will appear as hashtags for each service. For example: #transportation Only Automatic Transmission.

Note: Notes are internal for the agency and can only be seen by the agent or administrator.

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