Skip to content
  • There are no suggestions because the search field is empty.

How-to: Add Planner Notes for Travelers

Use Planner Notes to add internal comments for travelers, helping your team stay aligned and informed about specific situations.

How to add Planner Notes for travlers

  • Go to MANAGE PEOPLE & REPORT or MANAGE PAYMENT
  • Find the travler
  • Click EDIT

  • Find the PLANNER NOTE section

    • Use bullets, formatting, and colors to make your notes more detailed and easier to read.

Where Else Notes Will Appear:

  • TRIPBOARD: Displayed below the profile information, full width
  • PEOPLE SEARCH: Shown on hover
  • Not visible to Affiliates