How to add notes to a trip?
- In the top menu of the trip tab, enter the Tasks, Notes and docs section.
- Locate the Notes category on the right side and select the service to which the note will be assigned (Flight, Cruise, Transport, Lodging, Activity, Insurance, Restaurant, etc). Write your notes 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.