Keep track of what you know about your workers — right in the app.
What Are Private Notes?
Private Notes let you add personal observations about any talent who has worked a shift for you. Notes are visible only to your business — talent never sees them.
Use notes to capture the kind of knowledge that usually stays in someone's head:
- "Great on the grill, prefers back-of-house"
- "Always early, very reliable"
- "Needs extra direction on plating"
- "Has bartending TIPS cert"
How to Add a Note
- Open a talent's profile (from a shift, timesheet, or applicant list)
- Tap Add Note or the notes icon
- Type your note
- Tap Save
You can also add notes through the Croux Concierge — just tell the AI assistant what you'd like to note about a worker.
Who Can See Notes?
- You and your team (including Captains with access to that location) can see notes
- Talent cannot see any notes written about them
- Other businesses cannot see your notes
When to Use Notes
| Situation | Example Note |
|---|---|
| After a great shift | "Excellent server, handled VIP table well" |
| Specific skills | "Experienced bartender, knows craft cocktails" |
| Preferences | "Prefers morning shifts, lives nearby" |
| For your team | "Ask for by name at next event" |
Tips
- Be specific — "Good worker" is less useful than "fast, clean, great with guests"
- Update after shifts — Add notes while the experience is fresh
- Use with Favorites — Combine notes with favoriting to build a reliable roster with context