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Add Reservation Notes

Quick Setup

Most notes save in a few seconds. Keep them short and factual.

This guide helps you add, edit, and delete notes on a reservation.

Go to: Operations View → open a reservation

Quick Reference​

TaskWhere to clickResult
Add a noteReservation Notes → Add NoteNote appears at the top
Edit a noteEdit Note (pencil icon)Note updates after saving
Delete a noteDelete Note (trash icon)Note is removed after confirmation

Add a Note​

  1. Open a reservation from Operations View.

  2. Scroll to Reservation Notes.

  3. Type your note in the text box.

  4. Click Add Note.

    ✓ The note appears with your name and time.

Edit a Note​

  1. Click Edit Note (pencil icon) on the note.

  2. Update the text.

  3. Click Update Note.

    ✓ The note updates in the list.

Delete a Note​

  1. Click Delete Note (trash icon) on the note.

  2. Confirm in the dialog.

    ✓ The note is removed.

Avoid sensitive data

Do not include payment card numbers or passwords in notes.

Troubleshooting​

Notes will not save​

What you see: "Failed to save note" or the note disappears.

Fix:

  1. Make sure the note is not empty.
  2. Check your internet connection.
  3. Click Add Note again.

Notes list is out of date​

What you see: A note is missing after saving.

Fix:

  1. Close the reservation details panel.
  2. Open the reservation again.

Still Stuck?​

Contact success@vouch-technologies.com if:

  • ❌ Notes keep failing to save or delete
  • ❌ You cannot open the reservation
  • ❌ Notes are missing after reopening the reservation

Helpful to include:

  • Reservation ID
  • Time of the issue
  • Screenshot of the error message