How do I search the guest database and add or edit a guest profile?
Short answer
Open Guests > Guest Search (page Guest Database), type name or document in the filters and click Search. Click Add Guest to create a profile or click the Full Name to edit one.
Steps
- Open Guests > Guest Search.
- Use First Name, Last Name, Doc. # and City; more fields (Middle Name, Street, State, Zip, Country, Doc. Type, Company, DOB From, Remark) open under the more-filters link. Tick Include Reservation to include guests who only appear on bookings.
- Click Search. Columns include Full Name, Phone #, E-Mail, DNR Reason, Document Type and Document #.
- To add: click Add Guest, fill the form and Save.
- To edit: click the Full Name, change data and Save.
- Export Guest downloads the list; Import Guest loads many profiles (import).
Check the result
The profile is listed; picking the guest on a New Folio fills the folio from it.
Common problems
- Please select a Guest. / Please select single Guest to edit.
- Add Guest is disabled: you lack Access to Guest Add.
- Duplicates: merge. Flag a bad guest: DNR.
- Messages: Guest messages.