Put the essentials first
Write the reference, local pickup date and time, complete route and passenger contact at the top. Keep background correspondence below these essentials so the next organiser can identify the current plan quickly.
Separate agreed details from requests
Label an unconfirmed request clearly. A suggested stop or vehicle change should not appear as an agreed instruction. Link the current confirmation to the note and remove superseded drafts from the active handover.
Keep changes traceable
When the itinerary changes, record what changed and which confirmation replaces the earlier version. Share only the information required for the transfer; payment credentials and unrelated passenger documents do not belong in the handover.
