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Trip Notes

Adding notes to a trip

Isabella Albano avatar
Written by Isabella Albano
Updated this week

You can now add notes to a trip! When you click on a trip, it will open the expanded trip side bar. From there, you will see a "notes" section under "tasks and automations." This is a good place to put any reminders/messages for yourself or for anyone else if you are on a team!

Note: Notes in a Trip are only seen by you and your team members, and are not visible to your travelers.

To add notes to a Trip, just click on the Notes tab as shown here:

Who Can Add Trip Notes?

Anyone on your team, regardless of role (Admin/Organizer/Member) and owner of the trip, can add notes to the trip. To start a note, simply start typing in the "add a note" field. You can customize your note by making it bold, italicized, adding a bulleted list, adding a table, etc. To finish the note, simply click the blue check mark.

Who Can Edit Trip Notes?

Only the owner of the note will be able to edit the note they created though everyone on the team will be able to view it and see who the author is. To make edits to your note, click the pencil icon.

Where Else Can I Add Notes?

You can also add notes to a contact! Click the "contact" tab at the top of your page, select a contact, then start adding notes! These work the same as the trip notes and can also be seen and added to by everyone on the team.

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