In TravelLine WebPMS, you can write both shared notes and notes directly connected to a specific booking. You can add a note to a booking in several ways:

How to add a shared note

1. Go to “Property management” > “Notes and instructions”.

2. Click on the “+Add note” button.

3. Enter the text of the note. In the “Note status” field, select a status out of the options:

• Not planned — a shared note that has no due date.

• To be completed — a note that has to be completed on or by specific date. For the “Scheduled for”, select a date and time when the task has to be done.

4. Click on the “Done” button to save the note.

How to add a note to a booking

1. Go to “Property management” > “Front desk”. There, select the booking you need.

2. In the window opened, click on the “New note” button.

3. Enter the text of the note. In the “Note status” field, select a status out of the options:

• Not planned — a shared note that has no due date.

• To be completed — a note that has to be completed on or by specific date. For the “Scheduled for”, select a date and time when the task has to be done.

4. Click on the “Done” button to save the note.

You can also add a note in the “Notes” tab of the booking details page.

Where to find the created notes

You can view the notes in the “Property management” > “Front desk”.

1. At the top of the page, find the “Notes and instructions” setting.

2. To effortlessly find the notes you need, use the following filters:

• Planned for today

• Overdue

• Planned for tomorrow

• Not planned

3. Click on a filter to see the list of notes under this condition. Click on the “Done” button on the right if you completed the task.

The complete list of notes is available in the “Property management” > “Notes and instructions”. Set the “Status” and “Scheduled” filters to manage the list.