Categories

    How to set up an account How to set up a hotel
    How to add Hotel Info How to customize an Invoice How to set up Facilities How to set up Portfolio How to set up Mail Settings
    Room Management
    How to set up Room Types How to set up Rooms How to set up Out of Service
    Room Rates
    How to set up Room Rates How to set up Children categories How to set up Seasons How to set up Meals How to set up City Taxes How to set up Cancellation Policy How to set up Restrictions How to change price in the Room Rate/Season How to add a required Cleaning Fee How to add Virtual Rates Early check-in and Late check-out
    Channel Manager
    How to send a request to connect OTA How to connect the Room Type How to connect the Room Rate How to create Restriction Plans and connect them How to sell hotel on Booking.com, Expedia, HRS, and other OTAs How to disconnect the OTA in the Channel Manager How to sell on Airbnb
    How to set up Departments How to add Employees
    Employee's Roles
    Reservation Management
    How to import Bookings How to add Reservation How to move a Reservation How to extend or cut the Reservation How to add Guest to the Reservations How to Check a Guest in How to Check a Guest out How to create a Booking Offer How to add a Refund How to deposit money to the Guest Balance How to change the reservation price How to Delete a Reservation How to set up Custom Price How to create Group Reservations How to add registration form through the booking card
    Digital Orders
    How to add Order to Reservations How to create an order for a guest without a reservation How to add tips to uncompleted order How to add Miscellaneous service and order
    Housekeeping
    How to use the module Housekeeper role How to form a housekeeping list in the real-time
    Service Management
    How to add Service Categories How to import Standard Services How to set up Services How to set up a Discount How to create Digital Menu How to set up restrictions on services How to set up automatic tasks for services How to change VAT% in categories and subcategories of services How to disable selling a service
    Documents and Payments
    How to create Welcome PDF How to create Registration Form How to create Invoice How to form the list of pending invoices How to send an Invoice with Payment link How to connect Stripe How to charge funds using credit card details How to work with Virtual Credit Cards How to add company invoices, payments, and refunds How to make a refund from the reservation card How to apply a discount or surcharge to an invoice
    Communication
    Email customization Email templates How to set up an Automation module Notifications
    Billing
    Contract details Payment History Subscription Management
    Cash Books
    How to create revenues and expenses in Cash Books
    How to create Reports
    Quick reports How to add Tourism Statistic Report How to add GoBD Reports
    How to manage Guests and Companies
    How to assign a status to the guest How to add a company How to add company reservation How to set up paymaster
    How to add Deals How to set up Tours
    How to fill out basic tour information How to add what's included in the tour How to indicate what is not included in the tour How to add a detailed description of the tour daily schedule
    How to set up Concierge
    How to complete self-check-in How to complete self-check-out How to create in-app push
    How to set a Reminder How to set up a Booking Engine
    Processing payments for reservations that came via the Booking Engine How to set up a Promo Code for a company How to create Booking Engine Pages Digital Contactless Reception
    How to create a Task
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How to manage Guests and Companies

Create a comprehensive guest database to provide customized services to your clients with the help of our innovative hotel PMS.

Guests

  1. Go to "Guests".
  2. In the upper right corner click on the "Add guest" button.
  3. Fill in all important fields: Surname, Name, contact information and passport data. You can upload a photo. Below you can leave comments.
  4. Click on "Save".

In the upper right corner you can create invoice, add booking, reservation and payment.

You can use the menu located on the right opposite the created guest to edit his profile or delete.

How to manage Guests and Companies

How to manage Guests and Companies

Companies

  1. Go to "Guests".
  2. Go to the "Companies" tab.
  3. In the upper right corner click on the "Add company" button.
  4. Fill in the fields: General info, Company Statistics, Payment info, Legal info.
  5. Add a discount if there is one. If necessary, add a comment opposite.
  6. Click on "Save" and save the information.

You can use the menu located on the right opposite the created company to delete it.

In the Guests module it is also possible to import contacts in CSV, XLS, XLSX format. To do this, in the "Guests" module, in the upper right corner, select the "Import contacts" button. Download the file in one of the formats and click on the "Import" button.

How to manage Guests and Companies

Author:
Author: Anna
Uliana Karahanian
Head of Customer Support

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