To record specific client requirements you can add notes to sessions. These notes can appear on the BEO documentation for your team.

To add a note;

1. Navigate to the Quotes, and then the Session that you want to add the note, and then click on the “Notes” tab.
2. Write your note,
3. If you make the note private, it won’t be added to any documentation that clients may get access to.
4. You can also specify if the note applies to the Session, Menu, Beverage, Resources and Products. Which will help organise the note when added to a BEO.
   
   
   
   
   
   
   
   
   
    

• Creating a new Quote
• Adding Sessions to a Quote
• Adding products to a Session
• Adding a Menu to a Session
• Adding AV & Theming items to a Session
• Printing a Quote or Contract
• Converting a quote to a booking
• Managing Group Accommodation & Release Schedules
• Activities and the Activity Calendar For Quotes & Bookings
• Defining the Setup Requirements for each session
• Applying Commissions To A Booking or Quote
• Editing the Status of Multiple Quotes
• Adding a Floorplan to a Quote or Booking