Creating Hotel Notes

Learn to create and manage private or team-shared hotel notes across the platform.

Luke Whalin avatar
Written by Luke Whalin
Updated over a week ago

Creating Hotel Notes

To create notes on a hotel, open your RFP, go to the "Proposal Tracker", and click the Notes button underneath the hotel's name. You will also find the Notes button in most places where you see hotels, including the Search, Send RFP, Dashboard, and Proposal Details screens.

Click the Notes button, review any prior notes your team members have entered, and type yours in. Your notes are shared with your team by default, and can also be marked private. Your notes are not visible to hotels.

Press CRTL+ENTER to save the notes.

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