Adding Internal Notes

In Lato , you can add internal notes 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 section and how to use it effectively within your workflow.

Where can You Add Internal Notes

1. Trips

2. Contacts

3. Accommodations in the Library

4. Activities in the Library

How to Add an Internal Note

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

2. Find the Internal notes / Notes area

3. Click on ”+ Add note”

4. Write your note

5. Save by clicking on the green “V” inside the text box

Tip!

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