Changes

Jump to navigation Jump to search

Category:Guests

793 bytes added, 14:17, 19 August 2020
no edit summary
[[Category:Guests_and_BookingsBookings]]<div class="heading">Guests</div> ''This page is about the menu BOOKINGS > GUESTS'' __TOC__=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 search field can be used to search guests by booking reference, name, Email address or any other information saved about them.
Whenever there is When a new booking from an has the same Email address which has not booked before as a previous booking the system will automatically creates create a new guest. If you do not want to automatically create entries for record in the database and will combine the bookings as the same guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.
If a new booking has you do not want to automatically create entries for the same Email address as a previous booking the system will combine the bookings as the same guestdatabase you can set this in SETTINGS->ACCOUNT->PREFERENCES.
Manual changes of Email addresses in bookings do not automatically move bookings.
 
<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 delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"
*To link 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"
<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>
<span style===Export Data===*'''Name''' "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 your rate (this will not display on your a new guest, then open the booking page) *, go to the Guest tab and click 'Add Guest'then select 'Price PerCreate guest from booking''' - 'Night' is the defaultguest will be added to the database with the booking details attached.
*'''Room Price''' - The room rate will only be offered if the box is checked. =Export / Print Data=You do not need export guests to offer a room rate, you can offer one process the data further in Excel or more of single, double or room rates. The system will identify the appropriate rate based on the number of guests stayinganother spread sheet programme.

Navigation menu