Adding or changing the guest details helps keep your guest information up to date. Contact numbers and email addresses, as well as any additional information can be added and updated.
This is a an easy way to keep track of information, especially when the guest is different from the person making the booking (agent or tour operator).
Open the Booking Details
Click on the booking to open the Booking Details.
Click on the 'Edit Guest' icon
Click on the 'Edit Guest' icon within the Guest Details panel.
Add or update the client details and additional information
- Add or update the client contact details
- Add or updatet the billing (VAT) information.
Add additional information such as the guest's cell number, nationality and more.
If needed, additional information can be added within the 'Extra Info' section
- Simply select an 'Attribute' (Cellphone Number) and
- add the 'Value' (the actual number)
Record notes specific to the guest
You can save information such as dietary requirements or preferences, special requests or link a rate sheet to the client ID.
If you would like to link a different rate sheet you will need to set up an STO and link it by rate sheet in use.
When you make a booking for this particular client again, the applied rate on the booking will be from the linked STO.
View a list of the past & current accounts
By clicking on accounts, you will be able to see all the open and closed accounts for the client.
View and/or add transactions
Here you will see all the transactions that have taken place on this client's accounts.
All accounting transactions such as invoices, payments, credit notes and journals are displayed.
View the guest booking history
If you have returning guests who frequently books with you, you can see the guests booking history, including the Booking ID, arrival and departure dates, the number of nights for each booking, and the booking total.
