The Notes section in the customer profile within Mews Operations is a communication and information-sharing tool, enabling staff members to collaborate when managing guests, to enhance guest experiences, and streamline operational processes.
You can use the Notes section in the customer profile to:
- Add multiple notes: You can enter dietary restrictions, beverage requests.
- Categorize notes: You can specify the type of note to further highlight to key staff members, for example, Front office or Housekeeping.
- Edit and delete notes: You can update or replace outdated communications with the latest information.
- View note creation details, including date, time, and author: You can transfer information between staff about guests' requirements and know who to contact for more details.
The Notes section in Mews Operations is essentially a historical record of interactions and events related to guests and hotel operations which the property can use for future reference.
To view the Notes section in Mews Operations:
- Click on any customer profile or enter the customer's name in the Mews Dashboard search bar.
- Click on the Internals tab.
Note: This feature currently applies to newly created notes only. Your past notes in the Guest profile notes field remain visible.
In this article you can learn about how to:
Add notes
To add a new note in Mews Operations:
- Click on any customer profile or enter the customer's name in the Mews Dashboard search bar.
- Click on the Internals tab.
- In the Notes section on the right, click +.
- In the Note category field, to select a category click on the dropdown list.
- In the Description field, type the main text of your note.
- Click Save.
Mews displays your note in the Notes section with the note creation details, including date, time, and author.
Repeat steps 3 - 6 to add more notes.
Edit and delete notes
You can use the Notes section to edit or delete notes.
To edit a note in Mews Operations:
- Click on any customer profile or enter the customer's name in the Mews Dashboard search bar.
- Click on the Internals tab.
- Click the
icon next to the note you want to edit.
- Select Edit.
- Click the Note category field to edit the category from the dropdown list.
- In the Description field, edit the main text of your note.
- Click Save.
Mews displays your edited note in the Notes section with the updated note creation details, including date, time, and author.
To delete a note in Mews Operations:
- Click on any customer profile or enter the customer's name in the Mews Dashboard search bar.
- Click on the Internals tab.
- Click the
icon next to the note you want to delete.
- Select Delete.
- Confirm you want to delete the note by selecting Delete. Note: Once deleted, you can not restore deleted notes.
On successful deletion, Mews displays a Note successfully deleted message.
You can learn more about the Customer management screen here.