Category:Guests - Revision history

Lesley: /* Overview */

2025-09-19T14:53:21Z

Overview

← Older revision		Revision as of 14:53, 19 September 2025
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	When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.		When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.

	If you do not want to automatically create entries for the guest database you can set this in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.		If you do not want to automatically create entries for the guest database you can set this in {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES.

	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

Annette at 19:12, 17 September 2025

2025-09-17T19:12:04Z

← Older revision		Revision as of 19:12, 17 September 2025
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	__TOC__		__TOC__
	=Overview=		=Overview=
	<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via MAKE in {{#fas:cog}} (SETTINGS) ~~APPS & INTEGRATIONS~~ > MAKE.		<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via MAKE in {{#fas:cog}} (SETTINGS) MARKETPLACE > MAKE.


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	When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.		When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.

	If you do not want to automatically create entries for the guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.		If you do not want to automatically create entries for the guest database you can set this in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.

	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

Lesley: /* Overview */

2024-05-15T09:06:57Z

Overview

← Older revision		Revision as of 09:06, 15 May 2024
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	__TOC__		__TOC__
	=Overview=		=Overview=
	<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via ~~Integromat~~ in {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > ~~INTEGROMAT~~.		<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via MAKE in {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > MAKE.

Annette at 12:17, 19 August 2020

2020-08-19T12:17:01Z

← Older revision		Revision as of 12:17, 19 August 2020
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	*To delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"		*To delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"
	*To ~~link~~ guests to combine them into one, tick them then scroll to the end of the page select "Link" and click "Go"		*To merge guests to combine them into one, tick them then scroll to the end of the page select "Link" and click "Go"
	*To unlink previously combined guests to restore combined guests into separate entries click on the guest then tick the booking(s) you want to unlink and click "unlink"		*To unlink previously combined guests to restore combined guests into separate entries click on the guest then tick the booking(s) you want to unlink and click "unlink"

Annette at 10:17, 7 July 2020

2020-07-07T10:17:41Z

← Older revision		Revision as of 10:17, 7 July 2020
Line 5:		Line 5:
	__TOC__		__TOC__
	=Overview=		=Overview=
			<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via Integromat in {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMAT.


	The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.		The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.
	The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.		The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.

Annette at 12:48, 2 July 2020

2020-07-02T12:48:38Z

← Older revision		Revision as of 12:48, 2 July 2020
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	__TOC__		__TOC__
			=Overview=
	==Overview==
	The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.		The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.
	The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.		The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.
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	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

	~~Note:~~ Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	*To add a booking populated with the guests details click on the suitcase icon		*To add a booking populated with the guests details click on the suitcase icon
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	<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>		<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>

	~~Note:~~ Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	==Export / Print Data==		=Export / Print Data=
	You export guests to process the data further in Excel or another spread sheet programme.		You export guests to process the data further in Excel or another spread sheet programme.

Lesley: /* Overview */

2020-07-02T09:06:48Z

Overview

← Older revision		Revision as of 09:06, 2 July 2020
Line 15:		Line 15:
	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

	Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database~~, if~~ you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	*To add a booking populated with the guests details click on the suitcase icon		*To add a booking populated with the guests details click on the suitcase icon
Line 43:		Line 43:
	<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>		<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>

	Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database~~, if~~ you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	==Export / Print Data==		==Export / Print Data==
	You export guests to process the data further in Excel or another spread sheet programme.		You export guests to process the data further in Excel or another spread sheet programme.

Lesley: /* Overview */

2020-07-02T09:05:57Z

Overview

← Older revision		Revision as of 09:05, 2 July 2020
Line 15:		Line 15:
	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

	Note: Initial booking from a new guest, will NOT automatically create a ~~Guest~~ record in the ~~Guest~~ database, if you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database, if you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	*To add a booking populated with the guests details click on the suitcase icon		*To add a booking populated with the guests details click on the suitcase icon
Line 43:		Line 43:
	<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>		<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>

	Note: Initial booking from a new guest, will NOT automatically create a ~~Guest~~ record in the ~~Guest~~ database, if you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.		Note: Initial booking from a new guest, will NOT automatically create a guest record in the guest database, if you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	==Export / Print Data==		==Export / Print Data==
	You export guests to process the data further in Excel or another spread sheet programme.		You export guests to process the data further in Excel or another spread sheet programme.

Lesley: /* Overview */

2020-07-02T09:05:19Z

Overview

← Older revision		Revision as of 09:05, 2 July 2020
Line 14:		Line 14:

	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

			Note: Initial booking from a new guest, will NOT automatically create a Guest record in the Guest database, if you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	*To add a booking populated with the guests details click on the suitcase icon		*To add a booking populated with the guests details click on the suitcase icon

Lesley: /* Overview */

2020-07-02T09:03:54Z

Overview

← Older revision		Revision as of 09:03, 2 July 2020
Line 9:		Line 9:
	The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.		The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.

	If a new booking has the same Email address as a previous booking the system will combine the bookings as the same guest.		When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.

	If you do not want to automatically create entries for the guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.		If you do not want to automatically create entries for the guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.