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How to Save Notes per Trip Unit (Assignment)

Use Trip Unit Notes to leave day-specific instructions for assigned guides. Notes are visible to the outfitter and assigned guide(s), but not shared with clients.


Trip Unit Notes let you leave notes tied to a specific trip unit and day. If a trip spans multiple days, notes can be added per day so each guide sees only what's relevant to their assignment.


Find the Trip Unit

You can access a trip unit from either of these places:

  1. Go to Trips, select the Assignments tab, locate the trip, and enter your note directly in the Notes column on the far right.

  2. Open the booking from the Trip Calendar and select View Trip Detail. Scroll down to Manage Trip by Day, then select Add Note under the assigned guide for that day. Type your note and save.


A Note on Multi-Day Trips: Notes are saved at the day and guide level. If a trip spans multiple days or has multiple guides assigned, add a separate note for each day and each guide as needed. Guides can only see notes left specifically for them.

Trip Unit Notes are visible to the outfitter and the assigned guide(s), but are not shared with clients.

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