Features · Private notes
What’s worth knowing for next time
An internal field on the customer record. The guest never sees it, it never goes into an email - it’s just for you and your colleagues.
internal
field
0
sent out
∞
length
The guest never sees it
Pops up at booking
Colleagues see it too
What it does
Memory doesn’t scale
Free text
Anything that matters for the next visit.
Never goes out
It doesn’t end up in an email, the guest never sees it.
A prompt
On a new booking, the note shows up - no digging around.
The team sees it too
If another colleague takes over, they know what you knew.
Examples
What people usually note down
Not a diary - a sentence or two that saves time or awkwardness next time.
Healthcareallergy, medication
What needs knowing before every treatment.
Beautyproduct used, colour
So the exact same result comes out next time.
Repair shoppast issue
What was fixed, what to watch for.
Educationwhere we left off
Which topic to continue with.
Anythingpreference
Coffee without sugar, doesn’t like small talk - small things that matter.
FAQ
Questions about the note
Visibility, content, team.
Like the AI chatbot?Get one just like it for your own business.Never. The note is an internal field that never appears in any outgoing message.
Admins can, and so can the colleague the booking belongs to.
On a new booking, and when the booking is opened.
Practically none, but a short note is more useful.
Yes, it's included in the customer export.
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