Add Notes to Events, Orders or Customers

There are three different types of notes you can add in Occasion


Event Notes

Use cases include:

  1. Add custom information for an event
  2. Add specific pointers for the teacher to remember at the event

How to add notes to an event?

  1. Go to the "Calendar" page and click on the event. Event notes can only be added to an event that has at least one booking.
  2. Scroll down to the bottom of the event pop-up and you will see a section to add a note to the event.

You can delete or edit any note, anytime, by coming back to this screen.

Who can see event notes?

Event notes are private notes only visible to team members logged in to their Occasion account. They are also visible when a roster is generated or printed.

Order Notes

Use cases include:

  1. Add allergy information
  2. Add changes to the order made by a staff - rescheduling, cancellation or refunding
  3. Add notes to the booking

How to add notes to a booking?

  1. From the Order page look-up the order you want to add a note for.
  2. Scroll down to the bottom of the order and you will see a section to add a note to the booking.

You can delete or edit any note, anytime, by coming back to this screen.

Who can see order notes?

Order notes are private notes only visible to team members logged in to their Occasion account. They are visible when an order is printed by the team member logged in.

Customer Notes

Use cases include:

  1. Add allergy information
  2. Add customer's date of birth
  3. Add the experience you have had with the customer

How to add notes to a customer?

After logging into your Occasion account,

  1. Click on CRM > Customers
  2. Look-up the customer you want to add a note for and click on the "Show Customer" button.
  3. On the left, you will see a section to add a note on the customer record.

You can delete or edit any note, anytime, by coming back to this screen.

Who can see customer notes?

Customer notes are private notes only visible to team members logged in to their Occasion account.

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