--- title: How do I add and manage notes in the Trip Panel? description: Add, view, edit and delete trip notes in the Wetu Trip Panel to record customer preferences, special requests and other important trip details. --- [![Wetu](https://knowledge.wetu.com/hubfs/Knowledge%20Base%20Header%20Media/Primary_withouttagline.png)](https://wetu.com) [Contact Us](mailto:support@wetu.com) [Skip to content](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#main-content) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledgebase](https://knowledge.wetu.com/?hsLang=en) 2. [Trip Solutions](https://knowledge.wetu.com/trip-solutions?hsLang=en) 3. [Trip Pipeline](https://knowledge.wetu.com/trip-solutions?hsLang=en#trip-pipeline) October 22, 2026 # How do I add and manage notes in the Trip Panel? ## The Notes section in the Trip Panel lets you add and manage important information about a trip. **Quick Links** \- [Find trip notes](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#H1) \- [Adding a note](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#H2) \- [Viewing trip notes](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#H3) \- [Editing a note](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#H4) \- [Deleting a note](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#H5) \- [When to use trip notes](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#When_use_notes) \- [Need help?](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#Need_help) Use notes to record customer preferences, special requests, communication details or any other information your team may need throughout the trip's lifecycle.  ### **Find trip notes** 1. Open **Trip Pipeline**. 2. Select the trip card for the trip you want to manage. The Trip Panel opens. 3. Go to the **Overview** tab. 4. Find the **Notes** section. If no notes have been added yet, you'll see an empty state with an **Add note** option. ![1](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Notes%20TP/1.jpg?width=670&height=357&name=1.jpg) [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **Adding a note**  There are two ways to add a note. Both open the **Add note** screen.  | Option | Where to find it | | --- | --- | | **Add note** | In the Notes section when no notes have been added yet | | **+** (plus) icon | Next to the Notes heading |  Complete the note details:  | Field | Required? | What to enter | Example | | --- | --- | --- | --- | | **Note name** | Yes | A short, descriptive title that explains what the note relates to | *Communication preference* | | **Description** | No | Any extra details or information about the note. Maximum of **500 characters**. | *Only contact the traveller after 5 pm via WhatsApp.* | ![2](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Notes%20TP/2.jpg?width=670&height=357&name=2.jpg)  Select **Add** to save your note. The new note appears straight away in the Notes section of the Overview tab.  [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **Viewing trip notes**  Once a note has been added, it appears in the Notes section of the Trip Panel. Each note shows:  | Detail | What it shows | | --- | --- | | **Note name** | The title of the note | | **Description** | The extra information recorded | | **Consultant** | The name of the consultant who added the note. This is recorded automatically from the user who was logged in when the note was created. | ![3](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Notes%20TP/3.jpg?width=670&height=357&name=3.jpg) #### **Adding more notes** You can add as many notes as you need to a trip. Select the **+** (plus) icon next to the Notes heading to create another note. As more notes are added, the Notes section becomes scrollable, so you can browse all the information recorded against the trip. [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **Editing a note** You can update a note at any time. 1\. Open the trip and go to the **Overview** tab. 2\. Find the note you want to update. 3\. Select the **three-dot menu** (⋮) next to the note. 4\. Select **Edit**. ![4](https://knowledge.wetu.com/hs-fs/hubfs/Knowledge%20Base%20Content/Trip%20Pipelines/Notes%20TP/4.jpg?width=670&height=357&name=4.jpg) 5\. Update the note name or description. 6\. Save your changes. The updated information is shown on the trip. [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **Deleting a note** If a note is no longer needed, you can remove it from the trip. 1. Go to the **Notes** section in the trip's Overview tab. 2. Find the note you want to remove. 3. Select the **three-dot menu** (⋮) next to the note. 4. Select **Delete**. The note is removed from the trip. [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **When to use trip notes** Trip notes are useful for recording information that consultants may need to refer to when managing a trip. Some examples:  | Note name | Description | | --- | --- | | Communication preference | Client prefers WhatsApp messages after 5 pm. | | Special occasion | Travellers are celebrating their 10th wedding anniversary. | | Accommodation preference | Client prefers boutique lodges with private pools. | | Customer request | Client has requested a room with a mountain view. | | Internal handover | Awaiting confirmation from the lodge before finalising the itinerary. |   **Tip:** Use clear note names so other consultants can quickly understand the information without needing to open or edit the note.  Trip notes keep important information in one place, making it easier for consultants to work together and stay informed throughout the trip's lifecycle.  [back to top](https://knowledge.wetu.com/how-do-i-add-and-manage-notes-in-the-trip-panel#back_to_top) ### **Need help?** Contact Wetu Support at [support@wetu.com](mailto:support@wetu.com).  Chat to us Live on your dashboard. 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