Adding Internal Notes And Documents

In Lato, you can add internal notes and documents to a trip to keep important information visible only to your team. Internal notes are useful for sharing updates, recording client preferences, or tracking operational details without displaying them to travellers. This guide shows where to find the internal notes and documents section and how to use it effectively within your workflow.

Where can You Add Internal Notes and Documents

1. Trips

2. Contacts

3. Accommodations in the Library

4. Activities in the Library

How to Add an Internal Note and Document

1. Open the relevant record (e.g., the contact or the trip element you’re working on)

2. Find the Internal notes / Notes / Documents area

3. Click on ”+ Add note” or ”+” to add the note or the document

4. Write your note or choose the document to add

5. Save by clicking outside the menu

Tip!

• You can add multiple notes and documents on each trip. Press ”+ Add note” or ”+” as many times as you need.