This article is for users of the FBO tool. Looking for something else? → Standard Notes & Attachments - Operator Users
Standard Notes & Attachments save time and reduce errors when replying to customers and vendors.
- Communicate changes to operating hours, policies, procedures or requirements
- Respond to arrival notifications with standardized greetings
- Provide pricing and minimum uplift requirements
- Include information regarding cleaning and safety procedures
- Send updated requirements or request procedure details with Catering and Car Service vendors
Alert: The ability to create Standard Notes is only accessible by FBO Users with Admin permissions.
Follow the below steps to create a list of Standard Notes for your FBO.
- Click on Setup > Notes to access the Standard Notes screen and edit an existing note.
- You can select
to create a new standard note.
Delete
Info: Multi-Airport FBO/Handler Users with permissions set to "allow access to all airports" can assign notes to display at all airports or only at specific airport locations.
- Once a standard note has been created, your team can add it to customer and vendor communications where the
button appears. If needed, you can edit the text before sending it.
- Add attachments to customer and vendor communications where the
button appears.
Attachments
- Send notifications with important notes and marketing materials included
- Attach catering orders as files instead of adding items individually
- Keep customers informed by providing details about upcoming events and promotions
- Use
to Browse files (or Drag and Drop a file) to keep customers and vendors in the loop
Example of attaching a document when emailing reservation details
Example of attaching a document to a catering order
