Security Notes

What are the Security Notes on a Customer’s Account?

• Security Notes are messages and reminders that Admins can attach to an Account for future reference. The Security Notes on a Customer’s Account can be from a Reservation, an Event, or left directly on the Customer's Account. To find the Security Notes on a Customer

  • Navigate to the Customer tab of the Admin Dashboard

  • Search for a specific Customer

  • Click into the Customer’s Account

  • Click on the Security tab at the top of the Account

  • View any notes connected directly to the Customer Account

  • Review any notes from Reservations and Events the Customer has attended