Adding notes to orders

Adding notes to orders

false

Last updated September 17, 2024 19:09

Create a private note to remember important details orders and customer interactions.

You can add internal notes to orders to record additional information, shipping instructions, reminders, and more. This guide covers how to add notes to an order you've received.

Tip: Try the Squarespace app to fulfill orders and add notes on your mobile device. Download for iOS or Android.

Before you begin

Notes are private and only visible to site owners, Administrators, and Store Managers. They aren't included in printed orders or email notifications.
After a note is saved, it can't be edited.

Add a note

Saved notes display the date, time, and the contributor who wrote the note. To add a note:

Computer
Squarespace app
Open the Products & Services panel and click Orders.
Click any order to open it.
In the order details, click the Notes tab.
Enter your note in the field.
Click Save.
Tap Orders.
Tap any order to open it.
In the order details, tap Internal Notes at the bottom of the screen.
Tap the Add Note or + at the bottom of the screen.
Enter your note.
Tap Save or ✓ to save and return to the order details.

Permanently delete a note

Computer
iOS Squarespace app
Android Squarespace app
In the Note tab of the order details, hover over the note.
Click the Trash can icon.
In the order details, tap Seller notes, then tap Edit.
Tap the delete symbol next to the note you want to delete, then tap Delete.
Tap Yes to confirm.
In the order details, tap Internal Notes, then swipe left on the note you want to delete.
Tap Delete to confirm.

Was this article helpful?

Yes No

29 out of 78 found this helpful

Yes No

Adding notes to orders