How do I update or change a guest's ID / passport details?

Updated 2026-10-25

Short answer

Open the folio, find the document in the section Documents, edit it (Edit) or click Add Document for a new one, and Save.

Steps

1. Open the folio.
2. In the section Documents click Edit on the existing document, or Add Document.
3. Choose Doc.Type, type Number, Expire Date, Name and, under Address Details, the address (use Copy Address From for the guest's home or office address).
4. Save the pop-up and click Save in the folio header.
5. If a new document should be the main one, change the primary: confirm Are you sure you want to change Primary Document?

Check the result

The document row shows the new number and expiry. Reports and registration forms use the primary document.

Common problems

• Please select Document Type. / Please enter the Document Number.
• Invalid Expire Date.
• It is required to keep one document as primary when deleting the last one.
• Cannot upload same document again.
• The document type is missing: add it under Property Setup > CRM & Guests > Document Type.
• Messages: Reservation messages (files 07a-07k).

Detailed pages

Guest details and documents, Document Type.