Can my staff add private notes to a booking so everyone knows what has been agreed with the customer?
General QuestionsCan my staff add private notes to a booking so everyone knows what has been agreed with the customer?
Can my staff add private notes to a booking so everyone knows what has been agreed with the customer?
Yes, travel agency software can allow your staff to add private notes to a booking for other team members to read. This can help everyone understand what the customer requested, what has already been discussed and what still needs attention, without putting those comments on the customer documents.
The notes may be useful for recording requests such as a preferred room, a promised follow up or a reminder to check a travel detail. They should not be treated as confirmation that a supplier has accepted a request. A hotel, airline or other supplier may need to confirm it separately before you tell the customer that it is guaranteed.
The exact options depend on the software plan and the part of the booking system you use. Some setups may show when a note was added and which staff member added it, while others may only provide a simple comments box. Access may also depend on the permissions given to each staff member, so private notes should be checked carefully before sensitive information is entered.
Ask glideFares whether internal booking notes are included in your setup, who can view them and whether they appear on any document sent to the customer.
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