Guest Management is your centralized hub for all Guest information. Find contact information, important notes, purchase history, and more!
Accessing Guest Management
This module allows you to create, edit, and search all information about a Guest.
You can access Guest Management through the main menu, the “S” side menu icon, or through options in Visual Book, Guest Check-In, & POS.
Open from the Visual Book
Open from Guest Check-In
Open from POS
The Ribbon Bar
The Ribbon Bar contains a Search, Action, Show, and CRM group.
- Search: Search a guest by Last Name, First Name, Telephone, or Postal Code
- Action: Add a new guest or delete an existing guest
- Show: View Profile details about the Guest
- CRM: Generate a list based on various search options like Guest demographics, birthdays, and customized fields
Search
To open a Guest Profile from Guest Management, you must first search a name.
Step 1:
Select the checkbox with the desired field to search by - the enhanced Guest search functionality allows you to select both First & Last name for more thorough search results
Step 2:
Enter the search field and hit Enter or select the binoculars
Step 3:
A list will populate with all matching search results
Step 4:
Select the First or Last name - you have opened a Guest Profile!
Are you in a Guest Profile?
You can quickly tell who's profile you're in by looking at the top of the screen.
