Manage Guest Files

It is possible to create new guest files or modify existing ones directly from your dashboard. Modifying a guest's file allows you to update their contact information and to manage their communication preferences, including the preferred channel (email or SMS) and language for receiving messages. 

Create a New Guest File

When you create a new reservation, a guest file will automatically be created in your system. If you wish to create a new file without placing a reservation, here is how to do so:

1. From your dashboard, open the main menu (green square at the top left of the screen)
2. Click on Guests
3. To create a new file, click on the green + next to the search bar
4. Fill out the guest information and click Save

The new file will be added to the list of clients and will be available when you add a new reservation. 

Modify a Guest File

You can modify a guest file by either accessible the list of guests or through an existing reservation.

To access the list of guests:

1. From your dashboard, open the main menu (green square at the top left of the screen)
2. Click on Guests
3.  Use the search bar to find the guest and click on the file
4. Modify the guest information and click Save

To modify a guest file through a reservation:

1. Open an existing reservation
2. Under the "Guest" section, click directly on the name of the guest to open the file
3. Once the file is open, modify the information and click Save