How To Manage Booking Notes

What this does

This guide explains the Notes settings page in Booking.

Use this page to control which note fields exist across Booking and what titles forms inherit by default.

Before you start

• These are global Booking note settings.
• Enabled note types are on by default for forms until a form saves its own note settings.

Steps

1. Open Booking.
2. Go to Settings > Notes.
3. Review the Global Note Features section.
4. For each note type, decide whether it should be enabled.
5. Set the Field title you want forms to inherit.
6. Review the built-in note types:

• access notes
• provider notes
• customer notes
• job notes

1. Click Save Notes.

Why this matters in the suite

Notes shape what customers and staff are asked to provide during booking and admin work.

If these defaults are poorly named or unnecessary note types stay enabled, the intake experience gets harder to understand and the records become less consistent.

Common mistakes

• Leaving every note type enabled when only some of them are operationally useful.
• Using vague field titles that staff or customers will interpret differently.

What to do next

After changing the global note defaults, review any forms that need their own note behavior.

Related guides

• Booking: How to build a booking form
• Booking: How to manage booking forms