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Understanding Guest Public and Private Notes

The guest history record allows you to add Public Notes and Private Notes to keep track of important information.

  • Private Notes: Internal only. These are visible to employees and should be used for details you don’t want shared with guests.

  • Public Notes: Can appear on reports and guest correspondence. Use these for information that can be shared externally.

Follow these steps to add or edit guest history notes:

  1. Access Guest History
    1. Click the People link on the Quick Navigation Pane.
  2. Search for a Guest
    1. Enter search criteria and left-click the appropriate guest record.
  3. Locate Notes & Details
    1. In the Notes & Details section, you’ll see two fields: Public and Private.
  4. Add or Edit a Note
    1. Click into either the Public or Private notes field.
    2. Type your note.
    3. To save, click the green checkmark button or press the Tab key.