You can now add notes directly to a client’s trip page in Mouse Agents.
Many specialists already keep a CRM or a notes system they are happy with, and this is not intended to replace it. The request came back often enough, and for a consistent enough reason, that it earned a place on the page. When you are on a dining call, preparing for a Lightning Lane booking or building out the day-by-day itinerary, you want the client’s asks right beside the day they apply to. You do not want to be switching applications mid-conversation.
There are two places to write:
- Add a Note under any day in the daily view. This is for context specific to that day, kept out of sight until you open it.
- Itinerary Notes below the daily details, for anything that applies to the whole trip: allergies, preferences, special requests, who is celebrating what.
Both are optional and take up no room if you do not use them. There is no new tab to open and no additional login. It is one more thing available on the page you already have in front of you.
Every new feature is announced here and in the Mouse Agents User Group on Facebook. Not a subscriber yet? Start a free trial at mouseagents.com.