Can I keep notes about my customers in the software so my whole team can see what they like?

Yes, you can keep notes on your customers so your whole team sees the same information. Travel agency software usually has a customer record sitting behind every booking, and alongside the basic details there is space for free text notes you type in yourself. When a customer tells you they always want an aisle seat, or that they travel with their mother and like adjoining rooms, you write it once and it stays on their file for the next trip.

How much structure you get depends on your setup. Some fields are fixed, such as name, contact details and date of birth, while preferences usually live in a general notes box rather than a tidy list. If you want fields of your own, for example a frequent flyer number or which staff member looks after that client, that is often possible, but whether it is included or needs configuring depends on your plan, so please ask before you rely on it.

Notes are shared across the logins you give your staff, which is the main reason to use them instead of a private spreadsheet. If you work with sub agents, their customers normally stay separate from yours, so one agent cannot read another agent's client notes. Remember that anything you store about a traveller is personal data, so keep your notes factual and record only what you genuinely need.

Open a recent booking in your own panel, add a note to that customer, then log in as a staff member to check it appears the way you expect.