Category:Guests: Difference between revisions

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__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 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.

~~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

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<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.

@@ Line 4: / Line 4: @@
 __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 search field can be used to search guests by booking reference, name, Email address or any other information saved about them.
@@ Line 15: / Line 14: @@
 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
@@ Line 43: / Line 42: @@
 <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.

Category:Guests: Difference between revisions

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