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Client notes: booking-specific vs. profile-wide

Understand the three ways client notes work in Brindlechute — what clients can leave during booking, what outfitters add per trip, and what lives permanently on a client profile.

Brindlechute has three distinct types of client-related notes, each serving a different purpose and reaching a different audience. Understanding which to use — and when — helps you keep trip communication clean and client history accurate.


Can clients leave notes? Yes — when a client books online, they have the option to leave a note during the booking process. That note lands in the Private Notes section of the booking, where it's visible to your team internally but not shown back to the client or to guides.


1. Booking-Level Client Notes (Client-Facing)

  • Added by the outfitter on a specific booking

  • Tied to that trip only — they don't carry over to future bookings

  • Visible across all sides of the trip:

    • Clients see them in their Client Portal

    • Guides see them at the bottom of each trip in the Guide app

    • Outfitters see them within the booking

  • Best for confirmations, acknowledgments, or anything you want the client to see for this specific trip — e.g., "Your request for a morning float has been noted."


2. Profile-Wide Private Notes (Outfitter-Only, Permanent)

  • Added by the outfitter on the Client Profile, found in the Clients tab on the left side of your dashboard

  • Persist across every booking for that client — they're always there the next time they book

  • Internal-only: never shown to guides or clients

  • Best for the kind of details you want to remember forever: a favorite fly or reel setup, a serious allergy, a medical condition, family names, or a story from a past trip that makes the next one feel personal


Quick reference

Note Type

Who adds it

Who sees it

Scope

Client note (during online booking)

Client

Outfitter team only (lands in Private Notes)

That booking only

Booking-level Client Notes

Outfitter

Client, guides, outfitter

That booking only

Profile-Wide Private Notes

Outfitter

Outfitter team only

All bookings, forever

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