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Category:Guests

627 bytes added, 14:17, 19 August 2020
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[[Category:Guests_and_BookingsBookings]]<div class="heading">Guests</div> ''This page is about the menu BOOKINGS > GUESTS''
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=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.
 
===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.
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 "color:#fe746c;“ >{{#fas:exclamation-triangle}} </ Print Data===You can process the data further by using the buttons span> Initial booking from a new guest, will NOT automatically create a guest record in the top right corner next to the search boxguest database. ''If you don't see these buttons (or only see want to add a record for a new guest, then open the Print button) you have booking, go to activate Flash in your browser. Refer to your browserthe Guest tab and click 's manual on how to do that.Add Guest'then select '*Create guest from booking'''Copy''' - Copy the table guest will be added to the clipboard *'''CSV''' - Save table as a comma-separated file (.csv) *'''Excel''' - Save table as an Excel file (.xls)database with the booking details attached.
*'''=Export / Print''' - Open Data=You export guests to process the page data further in print view. You can now use the browser's print functionExcel or another spread sheet programme.

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