REVIEWS

Add an internal note

How do I leave my team a private note on a review?

Open the review, click the three-dot menu at its top right, and choose Add Note. Whatever you write stays inside Synup: the reviewer never sees it, and neither does the client.

Once a review has a note, it appears right under the review as Staff note (or Staff notes (2) and so on), with who wrote it and how long ago. Your team sees it while scanning the list without opening anything.

A review card with two staff notes shown under the review as Staff notes (2), each with the note text, the author's name and how long ago it was written

Key facts

WhereThe three-dot More options menu at the top right of a review, on Reviews → All Reviews (and in the review inbox)
Who sees themYour agency team. Not the customer, the review site or the client
Where they showUnder the review as Staff note or Staff notes (N), newest first
LengthUp to 4,000 characters per note
NotificationsNone. Typing a colleague's name is just text
What you needNothing extra: no plan add-on. Team members limited to certain clients only see notes on those clients' reviews

Steps

  1. Open Reviews in the left navigation and pick a location, then stay on All Reviews.

  2. Find the review. The three dots sit at the top right of each review, level with the review text.

    A review card without notes, with the three-dot More options menu open showing a single entry, Add Note
  3. Choose Add Note. The Internal notes dialog opens, with the line "Staff-only notes on this review. Not visible to the client."

  4. Type into Add a note…. Save note stays greyed out while the box is empty. Select it and the note is saved with your name and the time. A short Note added. message confirms it.

    The Internal notes dialog with a box for a new note and Save note, and two saved notes below, each with the author, date and time, the note text and a delete control
  5. Select Close. The note now appears under the review.

You can add as many notes to one review as you like. The newest is listed first, in the dialog and under the review.

Finding a note again

Notes are visible where the review is. In the review list, a review with notes shows a tinted block under it headed Staff note or Staff notes (N), so a colleague scanning the list sees the context without opening the three-dot menu. The block shows each note's text, its author and its age.

What the list does not do is tell you which reviews have notes when you are not looking at them: there is no filter for reviews with notes, no badge in a summary and no reminder. That makes notes a good record of a decision (checked with the front desk, no follow-up needed) and a poor to-do list. If the review still needs action, give it a reply or a task as well, and use the note for the context behind it.

Removing a note

Open the Internal notes dialog and use the delete control beside the note, or point at a note under the review and use its trash icon. The note is removed at once. There is no confirmation and no undo, and any teammate who can see the review can remove any note on it, including one written by someone else. If a note holds something worth keeping, copy it somewhere first. A short Note deleted. message confirms it.

What internal notes don't do

  • They are never sent to Google, Facebook or any other review site.
  • They do not appear in the client app, and the three-dot menu is not there for clients.
  • They do not notify anyone. Typing a colleague's name is just text.
  • They do not change the review's status, rating or response rate.

What you'll see when it's done

  • The review in your list shows the Staff note block, and reopening Add Note lists the note with its author and time. A note written by Sydekick shows Sydekick as the author.

Watch out for

  • Everyone on your team sees them. Do not put anything in a note that a colleague with access to this client should not read.
  • Anyone on the team can delete a note. Deletion is immediate and for everyone.
  • They are not a task list. Nothing reminds anyone that a note exists beyond seeing it under the review.

Questions people ask

Can the client see my notes?

No. Notes are staff-only and are not shown in the client app.

Does a note show on Google or Facebook?

No. It stays in Synup.

Can I see every note for a location in one place?

Not as a list. They show under each review, so filter or scroll the review list to find them.

Can Sydekick read or write notes?

Sydekick can read the notes on one review when you tell it which review. According to the product source it can also add or delete a note, and asks you before it does. This article does not present an agent phrase as tested.

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