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Customer Notes

In this article, we walk you through on how to set customer note permissions, important note visibility, and creating a customer note. 

Customer Note Permissions:

1. From the Admin Portal, select Users, then click the pencil icon to edit a specific role.

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2. There are two customer note permissions. Please enable these permissions for any roles that need access.

  • Edit Customer Note - when enabled, allows the user to edit any customer note.
  • Delete Customer Note - when enabled, allows the user to delete any customer note. 

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Staff Notification Customer Notes:

1.  In the Admin Portal on the main Property page, you will find a section called Customer Notes. In this section, you can choose which areas of the app will display an important note when a customer is selected. The three available areas are the Shopping Cart (also when creating a tab), Booking Flow (Tee Time Reservation), and Customer Profiles.

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Creating a Customer Note:

1. Select the Customer section and use the customer search at the top.

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2.  With the customer profile open, select Notes.

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3. Enter the customer note in the text box provided and click Save when complete. Below is a description of each item in the notes screen.

  1. My Department - The department you are currently logged into.  When selected, the Notes page will only display notes tagged for that specific department.
  2. All Departments - When selected, the notes page will display all notes tagged to the customer. 
  3. All Departments Dropdown - By default, the note will be visible to all departments. If you want it to be visible only to a specific department, select that department from the dropdown.
  4. Mark as Important - When selected, this option marks the note as important and notifies staff if notifications are enabled.
  5. Trash Can - Select this icon to delete a note.  This icon will only be visible to the logged-in user if their user role has the permission enabled. 
  6. Pencil - Select this icon to edit a note.  This icon will only be visible to the logged-in user if their user role has the permission enabled. 

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Tee Time Reservation Note:

 

Shopping Cart Note:

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If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032