✨ Open Notes
From your event dashboard, click Notes in the left-hand menu. This is where all notes for the selected event are created, stored, and managed.
➕ Create a New Note
Click + Add Note to start creating a new note. You’ll be taken to the note editor where you can add your details right away.
🏷️ Add Your Note Details
Start by filling in the key details of your note. These fields help keep your notes clear, organized, and easy to manage throughout the planning process.
📝 Add a Note Title
Begin by entering a title for your note. Choose a clear and descriptive name so you and your team can quickly recognize what the note is about when browsing or searching through the Notes list.
(Preview Example)
A good title makes notes easier to scan and find later, especially in larger events.
🖼️ Upload a Cover Image (Optional)
You can upload a cover image to visually distinguish your note. This is especially useful for notes related to inspiration, vendors, layouts, or reference materials. The cover image appears at the top of the note and helps it stand out in the list.
(Preview Example)
This step is optional, but great for keeping notes visually organized.
🗂️ Select or Create a Category
Assign a category to your note to keep it grouped with related information. You can select an existing category or create a new one directly from this field.
(Preview Example)
Categories help you organize notes by topic (for example: Accommodation, Catering, Music) and make filtering much easier later on.
⚠️ Important Note:
The Category field in Notes is connected to the Categories section in your Business Settings under category. This means categories can be managed centrally from your business setup, and you can also create custom categories there to match your workflow. Any updates made to categories will be reflected across Notes and other related areas of the platform.
🔒 Choose a Restriction
Set a restriction to control who can view or edit the note. This allows you to decide whether the note is visible to your team only or shared with clients, depending on your workflow and collaboration needs.
Restrictions help ensure the right information is seen by the right people.
Using clear titles and categories makes notes easier to manage, especially for larger events.
📝 Write Your Note Content
Use the rich text editor to add and organize your note content in a clear and structured way. You can format text (such as bold or headings), adjust text colors, add links, and neatly structure information to make notes easy to read and reference later.
(Preview Example)
Helpful for organizing notes in a clean and structured way.
📎 Add Attachments
If needed, you can upload files to your note. Attachments will appear below the content and are useful for storing documents, references, or images related to the note.
(Preview Example)
Attach files to store supporting documents or visuals with your note.
💾 Save Your Note
Once everything looks good, click Save. Your note will now appear in the Notes list under its assigned category, where it can be viewed, edited, or filtered at any time.