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How to use default location notes

Default location notes let you save standard instructions for a location and reuse them across bookings. They help reduce repeated typing and keep location instructions consistent.

 

How default location notes work

Default location notes can be set and managed in two ways:

From Data → Locations

  • Locations are managed in the Data section

  • Notes saved on a location are used as the default notes for that location

  • When the location is used in a booking, these notes are automatically applied

When creating a booking (IBF)

  • While creating a booking using the Internal Booking Form (IBF), you can add location notes

  • Using the “Set as default” toggle:

    • On → the notes are saved to the location and reused for future bookings

    • Off → the notes apply only to the current booking

default location notes

Editing notes on a booking

  • Location notes on a booking can be edited from the booking details page

  • Editing notes on a booking does not update the saved default notes for that location