Category:Guests: Difference between revisions
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=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) MARKETPLACE > MAKE. | |||
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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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 | 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. | ||
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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 | *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" | ||