Groups - Adding Notes to Group Profile, Allotment Block, Reservations or Guests

Add a note to group profiles to track important information, contact details, policies, etc.

On the Notes tab, you can review, add, and print notes submitted to:

    • guests in the group
    • reservations in the group
    • allotment blocks in the group profile
    • group profile itself

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1. In Groups, click on the group name

2. Then open the "Notes" tab

3. Type the note

4. Click "Submit Note" and select to which section the note should be submitted:

  • All Guests
  • All Reservations
  • Group Profile
  • All Allotment Blocks

5. You can review the notes in the tabs below

6. Here, you can edit or archive the note

7. You can also print the note by clicking the print icon

8. Archived notes will appear when clicking "Archived Notes" tab

The note can be restored by clicking on the gear icon

View and publish Group Account notes via the API

You can create, edit, and delete notes for Groups via the API. To do so, you must have a) Marketplace and Integrations enabled and b) Group Housing enabled.

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