Event Notes and Audit Trails

Modified on Wed, 5 Oct, 2022 at 11:00 AM

Notes can be added in the centre column and the user who wrote them is recorded along with the date and time. 

To add notes to a booking, type into the Notes box and click Save.

In this example you can see the booking was made online on September 24th. On September 28th a Cadet and Junior participant were added to the bill. Then on September 30th notes were typed in regarding when the customer will pay.

Notes entered here are specific to each booking, so clicking onto another booking will display different notes.
 
Within these notes you will also see an audit trail. An entry will be made for every interaction with the booking along with the user making the alteration and a time stamp. 

If the transaction was completed online, the User Name will be replaced with “Online Booking”.

Notes for the whole Activity will be shown at the bottom, regardless of which booking is selected. To add these click the details tab at the top of the booking screen. See more details on this page.


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