{"id":"profiles.notes-and-tags","app":"profiles","title":"Notes, hashtags and AI summaries","summary":"Add guest context and understand who can edit each note.","url":"https://www.simultem-apps.com/wiki/profiles#notes-and-tags","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.notes-and-tags","resourceUri":"wiki://profiles/notes-and-tags","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["comments","AI summary","booking notes","reservation notes","Operational","Admin","hashtags"],"sections":[{"title":"Add and maintain context","steps":["Open a profile or a booking/reservation participant and inspect existing notes and Apaleo comments.","Add a note and use hashtags for repeatable guest context. Select the intended participant when several guests are shown.","Use the AI comment summary as a starting point, then consult the underlying comments for details.","Edit or remove a note only when the controls permit it; a read-only message can reflect your access or the note level."],"notes":[]},{"title":"Optional Advanced settings","steps":["Enable Separate booking and reservation notes and comments when each stay context should keep its own notes and AI summary. Existing shared notes remain shared.","Enable Sync profile notes to active reservations to append a managed note block to eligible future and in-house reservations.","Enable Access-controlled note editing when Operational users should edit Operational notes and Admin users should edit both levels. Existing notes without a recorded level require Admin.","Review Returning-customer hashtag and Birthday during stay notice separately."],"notes":["A summary can omit nuance. Check the original guest or operational comment before acting on it."]}],"text":"# Profiles: Notes, hashtags and AI summaries\n\nAdd guest context and understand who can edit each note.\n\n## Add and maintain context\n\n1. Open a profile or a booking/reservation participant and inspect existing notes and Apaleo comments.\n\n2. Add a note and use hashtags for repeatable guest context. Select the intended participant when several guests are shown.\n\n3. Use the AI comment summary as a starting point, then consult the underlying comments for details.\n\n4. Edit or remove a note only when the controls permit it; a read-only message can reflect your access or the note level.\n\n## Optional Advanced settings\n\n1. Enable Separate booking and reservation notes and comments when each stay context should keep its own notes and AI summary. Existing shared notes remain shared.\n\n2. Enable Sync profile notes to active reservations to append a managed note block to eligible future and in-house reservations.\n\n3. Enable Access-controlled note editing when Operational users should edit Operational notes and Admin users should edit both levels. Existing notes without a recorded level require Admin.\n\n4. Review Returning-customer hashtag and Birthday during stay notice separately.\n\nNote: A summary can omit nuance. Check the original guest or operational comment before acting on it.","related":[{"id":"profiles.property-boundaries","app":"profiles","title":"Property access and note separation","summary":"Choose the documented property mode and understand restrictions in property context.","url":"https://www.simultem-apps.com/wiki/profiles#property-boundaries","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.property-boundaries","resourceUri":"wiki://profiles/property-boundaries","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"profiles.insights","app":"profiles","title":"Profile insights and segmentation","summary":"Explore hashtags, profile metadata and reservation counts.","url":"https://www.simultem-apps.com/wiki/profiles#insights","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.insights","resourceUri":"wiki://profiles/insights","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"profiles.loyalty","app":"profiles","title":"VIP status and memberships","summary":"Review preserved profile statuses and optional synchronization to active reservations.","url":"https://www.simultem-apps.com/wiki/profiles#loyalty","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.loyalty","resourceUri":"wiki://profiles/loyalty","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}