How do I create and save a note to a Traveler Profile?


Notes are created by and for Administrators as a way to track information about Travelers that is for Admin eyes only. Any Admin with permission can add a Note to a Traveler Profile. Notes are not visible to Travelers and, at this time, notes are not editable.

To create and save a Note…

  1. Click Travelers in the main navigation menu
  2. Search or filter for the desired traveler
  3. Click the Traveler’s name or email
  4. Click the NOTES tab
  5. Type a subject and message
  6. Click Save

Admins can navigate to a Traveler Profile by clicking the Traveler name or email from the following dashboards: Travelers, Applications, Forms, Event Participants