You may need to capture additional information about the person making the booking. This includes adding their contact number, email address or add additional information, and check their booking history.
Open the booking
Click on the 'Edit Client' button
Enter the client's details
Here you can add or update the client contact details.
You can also capture additional information such as the VAT number and company details
You are able to add additional information such as the company VAT number and address if it is required.
Allocate a rate sheet and capture notes specific to the guest.
- Rate Sheet in use:
If you would like to link a different rate sheet you will need to set up an STO Rate Sheet and link it here.
Future bookings made for this particular client will have this linked rate sheet applied. - Notes:
Here you can add guest-specific notes such as such as dietary preference, special requests, or link a rate sheet to this client ID.
View a list of the past & current accounts
Here you'll see all the open and closed accounts for the client.
View and/or add transactions
This section displays all the transactions that occured on the client's accounts. All accounting transactions such as invoices, payments, credit notes and journals are provided.
View the guest history
If this is a returning guest here you will see the guests booking history.
It will provide the Booking ID, arrival and departure dates and the amount of night that they have stayed.
