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Day notes let your agency team pin short operational context to a day, a date range, or a repeating schedule. They appear directly in Helm’s scheduling views, so the team sees important context before opening individual runs.

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When to use day notes

Use day notes for information that applies to the day itself or to multiple runs in the same period, such as:
  • Dock or pickup point closures
  • Platform changes
  • Weather or safety alerts
  • Holiday staffing reminders
  • Temporary operational instructions
If the discussion belongs to one specific departure, use run comments instead. Comments stay attached to a run. Day notes live on the calendar.

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Where day notes appear

Day notes appear in all three scheduling surfaces:
  • Calendar — Above the day’s runs as colored note bars
  • Agenda — In a sticky day-notes row above the list of runs
  • Timeline — In the note band for the selected day
Selecting a note opens the full note dialog. On desktop, hovering also shows a quick preview with its category, date range, recurrence, and author.

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Create a day note

You can create day notes from the calendar header or directly from a day column.
1

Open Calendar

Go to Helm’s main calendar view.
2

Start a new note

Use the New Event split-button menu and choose Day note, or click the + button next to a day header.
3

Add the note details

Enter a short title, an optional description, and choose a category.
4

Set the date range

Choose the start day and end day. A single note can cover one day or span multiple days.
5

Choose whether it repeats

Set the note to repeat daily, weekly, or monthly if the same operational context should keep appearing.
6

Save

The note appears immediately in the visible scheduling views.

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Categories and date ranges

Each day note has a category that controls how it is styled in the calendar:
  • Closure — For closures or unavailable locations
  • Platform — For logistics changes such as docks, platforms, or meeting points
  • Alert — For urgent operational warnings
  • Other — For general scheduling context
The start and end days control how long the note stays visible. A non-repeating note can cover multiple consecutive days. Repeating notes keep the same span on each occurrence.

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Repeating notes

Day notes can repeat on three cadences:
  • Daily
  • Weekly
  • Monthly
Repeating notes can run indefinitely or stop on a chosen end day. This is useful for recurring closures, weekly reminders, or regular operational constraints that the team should keep seeing in the schedule.

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Edit one occurrence or future occurrences

When you open an existing repeating note, Helm lets you choose how broad the change should be.
  • This day only updates or removes a single occurrence without changing the rest of the series
  • This and future updates or removes the selected occurrence and every future occurrence in that series
For non-repeating notes, edits apply to the note as a whole.

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Show or hide day notes

If you need a cleaner schedule view, you can temporarily hide day notes.
  • Open Display options
  • Toggle Show day notes
  • Use Shift+M as a keyboard shortcut
When day notes are hidden, Helm still shows a small indicator on days that have notes. Click that indicator to turn day notes back on.

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Permissions

Day notes are available to agency users working inside an active organization.
  • Agency members can view and create day notes
  • The note’s creator can edit and delete it
  • Organization admins and owners can also edit or delete other members’ day notes
  • Guides do not have access to day notes

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Day notes vs comments

Use day notes when the information belongs on the schedule and may affect multiple runs in the same date range. Use comments when the information belongs to one specific run and should stay in that run’s activity history and discussion thread.