[NEW!] Guest Card Shared Notes

Modified on: Tue, 25 Jun, 2024 at 8:38 AM

Applies to:          Stayntouch PMS          


Guest Card Shared Notes

 

Guest card notes can now be shared similar to group shared notes. Guest card shared notes allow users to create a note from the Notes tab (or Notes & Files tab if file attachment is enabled for your property) of the guest card and have the note added to all reservations associated with the guest card. A guest card note can be marked as POST TO ALL RESERVATIONS. When a guest card note is marked as POST TO ALL RESERVATIONS, the note will be visible from the stay card notes section of the reservations associated with the guest card. Moreover, you can also choose to indicate that THIS IS AN ALERT.



 

The note will be posted from the Notes tab of the guest card. The note will have an indicator if the note was shared, reading, SHARED NOTE. You can edit the note by clicking on it, which will allow you to select/deselect UPDATE IN ALL RESERVATIONS and THIS IS AN ALERT, or delete the note.

 



If the note was marked as an alert, it will appear in yellow as illustrated below.


 

You can also delete a note by clicking the red trash can button on the far right of the note.

 

 

When shared to stay cards, guest card notes can be viewed on all of the stay cards of reservations associated with the guest card. The note will be marked as a guest card note on the stay card, indicating that the note originated from the guest card.

 

Users cannot edit or delete the guest card note from the stay card.

 

Additionally, when a reservation with that guest card is created, Stayntouch PMS will also check to see if the guest card has any shared notes, and Stayntouch PMS will automatically add the shared note to the guest’s stay card as a guest card note.




If a note is deleted or edited from the Notes tab of the guest card, then the note will be updated on all the stay cards to which it has been shared.

 

If a user edits the shared note and deselects the POST TO ALL RESERVATIONS checkbox, then the note will no longer be shared with or visible from any stay card associated with that guest card. Any stay card that was displaying the note will no longer display the guest card note.



 

If a reservation is removed from a guest card, then the stay card will no longer display any shared notes from the guest card.

 

Guest card note sharing will be recorded in the Company/Travel Agent Activity Log.


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