Role notes

Created by Alex C, Modified on Mon, 22 Dec, 2025 at 7:51 PM by Alex C

What are 'role notes' used for?
- To add role-specific notes to booking confirmation or brief emails
Can staff see these notes?
- Staff will also have visibility of roles notes if the tag is added to the booking confirmation or brief emails
How do I add them to the system?
- Go to Shifts > Action > Role defaults
- Click on the Role notes tab
- Click add
- Then select the role and add the notes
- Now use the tag [[role_staff_notes]] in your booking confirmation or brief emails
Where can I see these shift notes?
- Staff can see this in the booking confirmation emails and their job briefs