Notes & Tasks

Navigate to: Bookings → [select booking] → Notes tab / Tasks tab

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Notes

Internal notes visible to staff only — not shown to customers.

Note categories: All, Ekonomi, Transport, Allmänt, Flyg, Beroende

Add a Note

1. Click + New Note
2. Enter text and select a category
3. Click Save

Click on any note to edit it.

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Tasks

Create to-do tasks linked to a specific booking.

Create a Task

1. Click + New Task
2. Enter title, details, assignee and due date/time
3. Click Create task

Completed tasks move to the Completed section. Use the Sorted by dropdown to reorder tasks.

Note

Task reminder emails are sent based on the time zone set in System Administration → Administration → Basic Information.