Bookeasy Help Manual

Add/Edit/Delete Notes

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Add/Edit/Delete Notes

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Add/Edit/Delete Notes

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How to Add/Edit/Delete Client Notes

1.Click either Edit Client Notes or Edit Internal Notes depending on which notes you wish to update
 

clientnotes

 

The Notes for Client screen will be displayed;
 

editclientnotes
 

2.Enter your new notes into the New Notes field OR click the Edit button to activated the Existing Notes field for editing/deleting

3.Click Save

 

How to Add/Edit/Delete Booking Notes

1.Click either Edit Booking Notes or Edit Internal Notes depending on which notes you wish to update
 

bookingnotes

 

The Notes for Booking screen will be displayed;
 

editbookingnotes
 

4.Enter your new notes into the New Notes field OR click the Edit button to activated the Existing Notes field for editing/deleting

5.Click Save