Last updated August 5, 2026
Notes let you record conversations, follow-ups, and important details directly on a client's timeline. In team workspaces, you can @mention colleagues to loop them in and trigger notifications.
From a client's detail page, the Notes card on the Overview tab has an Add Note button. Type the note and click Save Note and it appears straight away, newest last, with a timestamp. Hover a note to edit or delete it.
The Timeline tab takes notes too, and shows them interleaved with the client's activity history.
Notes are also available on trip detail pages — any note you add to a trip is tied to that specific trip's timeline.
Preferences that belong to the person rather than to one conversation are better recorded as fields than as notes, because the app can then show them on every trip. Edit profile > Preferences holds seat and meal preference, preferred airlines, hotel chains and cruise lines, room type, travel insurance, and four free-text boxes: Special Requirements / Notes, Dietary Restrictions, Allergies / Medical, and Accessibility Needs. Anything recorded there shows in the Travel preferences block on the Overview tab.
Per-traveler versions of the same preferences live on the Travelers tab: expand a traveler and open their Preferences tab. Use those when the party differs, for example one traveler with a shellfish allergy.
Two labels can appear on notes in the card:
| Label | Where it came from |
|---|---|
| From profile | The Notes box in the Edit Client dialog. Use Edit in profile to change it. |
| From import | A notes column in a CSV import. Read-only, kept so nothing from an import is lost. |
Notes are attached to a specific record:
| Note type | Where to find it |
|---|---|
| Client notes | Client detail page > Overview tab (Notes card), and the Timeline tab |
| Trip notes | Trip detail page > Notes section |
| Lead notes | Lead detail page > Notes section |
Each note records who created it and when, so you always have a clear audit trail.
In team workspaces, type @ followed by a team member's name to mention them. A dropdown shows matching workspace members — select the person to tag them.
When you mention someone:
You can mention multiple people in the same note. You won't receive a notification if you mention yourself.
See @Mentions for more on how the mention system works across notes and support tickets.
Notes appear in reverse chronological order on the timeline (newest first). Each note shows:
Notes added on the Overview tab can be edited or deleted from the same card. On the Timeline tab they stay as written, so add a new note there if you need to correct something.
Record a client's airline, hotel, cruise, car rental and trusted-traveler memberships, and add your own programs for any supplier that isn't in the built-in list.
Organize your clients with custom color-coded tags, then filter your client list and target campaigns to specific segments.
Set a personal reminder to reach out to a client every month, quarter, six months, or year, so the people who trust you never go quiet.