Importing Booking Notes to Show on Staff Dashboards

Format notes in your Property Management software for Operto Teams to show on the staff dashboards.  

Formatting notes in your property management software.

In the notes field of the booking, use the following tags to bookend the note: STAFF:START STAFF:END

Here is what that might look like:

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This guest will be paying extra because we are sending in our private chef for the first day.  

STAFF:START Please make the master bedroom into 2 twins, and the 2nd bedroom into 1 king. STAFF:END

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The staff would see only this part:

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Please make the master bedroom into 2 twins, and the 2nd bedroom into 1 king.

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Note: If STAFF:END is left out the note will be copied into the end of the field.  The tags above are not case sensitive.

Note: From the Smoobu PMS, the Assistant Notice is automatically tagged.

Updating Task Rules to show the Note on the Staff Dashboard

From Setup --> Task Rules

Click Edit for the Task Rule to show the note.

Choose  Show Tagged STAFF Notes on Staff Dashboards in the Staff Dashboard Settings area.

Staff Dashboard Result

The result is that the note will pull into the Booking and show on the Staff Dashboard.