How to manage Guests and Companies
Keeping an organized database of your guests and partner companies is one of the pillars of daily hotel management. In this article, you will learn how to easily create, manage, and update profiles for individual guests and companies in HotelFriend.
Managing guests
- Navigate to the Guests module.
- Click the Add Guest button in the upper right corner.
- Fill in the guest details across the following sections:
- General Information: First name, last name, gender, nationality, and other basic data.
- Contact Information: Phone number, email, country, and address.
- Passport Details
- Optional: Add internal notes such as a Guest Comment, Note to Housekeeping, or Note to Meals to help staff tailor services.
- Click Save to store the guest profile.
To add and manage individual guest profiles:
Additional actions
Once the guest is saved, you can perform various actions from the upper right corner of the guest profile:
- Add Booking
- Add Order
- Add Payment
- Guest Order Overview
- Create Invoice
Alternatively, use the menu icon located to the right of the guest entry in the list to apply these actions or delete the guest profile.
Managing companies
- Go to the Guests module.
- Switch to the Companies tab.
- Click the Add Company button in the upper right corner.
- Enter the company details in the following fields:
- General info
- Company info
- Comments and notes
- Discount
- Click Save to save the company profile.
To add a company profile:
Importing contacts
If you have a list of guests or companies saved externally, you can import them directly into the system:
- In the Guests module, click Import Contacts in the upper right corner.
- Upload your contact file in one of the supported formats: CSV, XLS, or XLSX.
- After uploading, click Import to add the contacts to your database.