Keep general notes, notes for dates, room notes and booking notes in Beds24, show content from external systems on your dashboard, and use Auto Actions and automated reports to manage tasks.
Notes
| Note type | Where to add it |
|---|---|
| General notes | Add a Notes module from the Communications menu to your Dashboard. See How to setup the Dashboard. |
| Room notes | Add notes to a room in the Calendar. See How to use the Calendar. |
| Notes for specific days | Use the Diary function in the Calendar. See How to use the Calendar. |
| Booking notes | Use Notes in the booking. See How to Manage Bookings. |
External content
Use the Notes module on the Dashboard to embed content from an external system in an iframe.
Task management
You have several options to manage tasks. See also Cleaning and Housekeeping.
Auto Actions
Send automated emails to specific email addresses when a booking meets certain conditions. For setup instructions, see Auto Actions.
Automated reports
Set up custom reports in Reports, then use Settings > Account > Routines to send them automatically to specific recipients. See Routines.