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Updated on September 28, 2024

How to add booking and customer notes?

  1. Login to Stayflexi: Log into your Stayflexi dashboard using your credentials.
  2. Navigate to the Reservations Tab: From the front page of the Stayflexi dashboard, locate the top navigation menu. The second icon is the Reservation Calendar. Click on the icon to see all your reservations.
  3. Select a Reservation: Click on the Reservation where you want to add Booking or Customer Notes.
  4. View the Reservation Details: A pop-up window will appear on the right side of the screen, displaying three categories:
    • Booking Information
    • Customer Information
    • Notes
  5. Access the Notes Section: Click on the Notes section to view Booking Notes and Customer Notes.
    • Choose the one you want to add or edit based on your needs.
  6. Add a Note: Below the notes section, You’ll see a plus [+] symbol. Click on it to add a new note.
  7. Type your Note: A pop-up window will appear in the middle of the screen, allowing you to type the note.
  8. Save the Note: Once you’ve typed the note, click on Save at the bottom of the window.
  9. Confirmation: Your note will be added and saved. You can easily identify that the reservation has a note by the Message Icon appearing next to the reservation in the calendar.

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