Notes, warnings, and emergency contact information are typically included as part of the Visitors Export from your previous provider. BETA requires a .csv export of all your visitors to be able to migrate these.
The availability of this information depends on your former provider. If you’re able to supply these exports, we can import the data for you — or exclude it — based on your preference.
Tags/Proficiencies and Comments will display on a Visitors profile, but what are the differences?
Please visit the below linked guide that explains all components on a visitor’s profile.
Visitor Profile Explainer
Explore our Visitor Profile Guide to manage climber information, track passes, handle subscriptions, and ensure compliance with safety standards efficiently.
Internal labels you add to visitor profiles for safety checks and context (e.g., "Lead Belay," "Warning," "Novice"). They're visible across the system to your staff but not to climbers.
Tier availability:
Pre-existing Tags → Club tier and above
Custom Tags → Enterprise tier and above
Manually grant tag/proficiency
Learn how to manually grant tags or climbing proficiency to visitor profiles for safety checks and context, keeping your climbing community organized and informed.
Notes are a type of Tag - notes can be anything added by your staff on a visitor’s profile like ‘this climber is very polite’.
Quick internal notes added directly to profiles, events, or transactions.
They're not visible to climbers and only appear when viewing that specific item. They are not visible to external parties, ensuring that all internal communication remains confidential and organized.
Tier availability: Business tier and above
Comments Explainer
Explore how to effectively use internal comments in the BETA dashboard for confidential tracking and communication.
Notes are usually imported as Comments in BETA.
To import this, we require:
Created Date
Needs to be TIME and DATE format e.g., 2025-10-31 12:00:00
Comment Content
The content inside of the comment e.g., “This climber is a superstar!”
Warnings are usually imported as Comments in BETA.
To import this, we require:
Created Date
Needs to be TIME and DATE format e.g., 2025-10-31 12:00:00
Comment Content
The content inside of the comment e.g., “This climber is a superstar!”
Emergency Contacts are usually imported as Comments or as a dedicated “Note” tag in BETA.
To import this, we require:
Emergency Contact First Name
Emergency Contact Last Name
Emergency Contact First Phone Number
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