Skip to main content
Session notes are short, internal messages you attach to a specific session on the What’s On calendar. They’re visible to staff with admin access but never shown to customers — useful for one-off instructions, briefings, or operational reminders.

​
Add a note

1

Open the session

On the What’s On calendar, click the session you want to annotate.
2

Add the note

Below the Instructors heading, type your message and click Add note.
3

Save

The note is timestamped and shown to anyone who opens the session.
Notes are stamped with the date and time they were created, so the team can see when an instruction was added.

​
Edit or delete a note

Open the session and click Edit next to the note. From there you can:
  • Update the text and click Save to keep the note with new content.
  • Click Delete to remove it entirely.
A confirmation appears in the bottom-left after each change.

​
Good uses for session notes

  • “Bring extra wetsuits — group includes two beginners.”
  • “Booked through Adventuro — confirm pickup at marina office.”
  • “Customer has a knee injury, see customer profile for details.”
  • “Buy pizza for the trainee team!”
Session notes are visible only to staff with the right permissions. They are not sent to customers and do not appear in any automated emails or workflows.

Calendar views

Day, week, and month views of your schedule.

Managing bookings

Edit individual bookings and customer details.