Notes and tags live on every customer record in Customers, and the difference matters: a note is what you want in front of you the next time this person calls; a tag is how you find groups of people later. Type notes in the notes box and press Save notes.

Notes that earn their keep#

Write facts, not essays:

• "Prefers morning delivery — works nights."
• "Venue: Oakwood Barn. Gate code 2211. No trucks on grass."
• "2025: two birthday parties + graduation. Ask about this year's grad party in April."
• "Deposit was late last time — collect before confirming."

The test: when they call in eight months, does the note make you sound like you remember them? "Great customer" fails that test; "always books the white 20x20 for Memorial Day" passes. And because notes are visible to your team, never write anything you would not want the customer to read.

A tagging scheme that stays useful#

Tags rot when everyone invents their own. Pick a handful and stick to them:

• Who they are: repeat, planner, venue, corporate, school
• What they book: weddings, birthdays, tents
• How to treat them: vip, deposit-first

Five to ten tags total is plenty. "planner" is the money tag — one event planner can be worth twenty one-time customers, and tagging them is how you remember to treat them that way.

Notes about people vs notes about orders#

Gate codes for *this Saturday* belong on the booking (they print on the pull sheet). Facts that stay true across orders belong here, on the person. When in doubt: will this still matter next year? Then it is a customer note.