Can I create a preset list of notes?
If you want a way to speed up the process of adding parties to your waitlist or standardize how staff enter important information, you can set up Quick Notes. A simple tap brings up a list from which you can easily select the most common notes you or your staff uses, such as Birthday or anniversary celebrations, customer seating preferences or needs, dietary restrictions etc.
On the website, go to Account > Settings > Quick Notes to enter & edit your list. In the app, go to the gear icon > Customization > Quick Notes.
Also, this page has more information on how the Quick Notes feature works.