Entering Staff Notes for a Patron

You can enter and update notes for a patron that will also appear when the patron is viewed in Hospitality Suite.

To enter staff notes for a patron:

  1. On the patron record, click the General Information tab.
  2. To the right of Staff Notes, click . The Staff Notes dialog appears.
  3. In the box, enter or update any notes about the patron you want to share with colleagues.
  4. Click Save.