Category:Guests - Revision history

Weins: 1 revision imported

2021-05-19T01:33:00Z

1 revision imported

← Older revision	Revision as of 01:33, 19 May 2021
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Beds24>Annette at 12:17, 19 August 2020

2020-08-19T12:17:01Z

← Older revision		Revision as of 12:17, 19 August 2020
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	[[Category:~~Guests_and_Bookings~~]]		[[Category:Bookings]]
	''This page is about the menu GUESTS''		<div class="heading">Guests</div>
			This page is about the menu BOOKINGS > GUESTS

			__TOC__
			=Overview=
			<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The guest database is designed to deal with repeat guests. If you require CRM functions you can set up an integration with many CRM systems via Integromat in {{#fas:cog}} (SETTINGS) APPS & INTEGRATIONS > INTEGROMAT.


	The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.		The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.
	The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.		The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.

	~~Whenever there is~~ a new booking ~~from an~~ Email address ~~which has not booked before~~ the system automatically ~~creates~~ a ~~new~~ guest~~. If you do not want to automatically create entries for~~ the guest ~~database you can set this in SETTINGS->ACCOUNT->PREFERENCES~~.		When a new booking has the same Email address as a previous booking the system will automatically create a guest record in the database and will combine the bookings as the same guest.

	If ~~a new booking has~~ the ~~same Email address as a previous booking the system will combine the bookings as the same~~ guest.		If you do not want to automatically create entries for the guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.

	Manual changes of Email addresses in bookings do not automatically move bookings.		Manual changes of Email addresses in bookings do not automatically move bookings.

			<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.

	*To add a booking populated with the guests details click on the suitcase icon		*To add a booking populated with the guests details click on the suitcase icon
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	*To delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"		*To delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"
	*To ~~link~~ guests to combine them into one, tick them then scroll to the end of the page select "Link" and click "Go"		*To merge guests to combine them into one, tick them then scroll to the end of the page select "Link" and click "Go"
	*To unlink previously combined guests to restore combined guests into separate entries click on the guest then tick the booking(s) you want to unlink and click "unlink"		*To unlink previously combined guests to restore combined guests into separate entries click on the guest then tick the booking(s) you want to unlink and click "unlink"

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	<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>		<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>

	=~~==Export~~ / ~~Print Data===~~		<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Initial booking from a new guest, will NOT automatically create a guest record in the guest database. If you want to add a record for a new guest, then open the booking, go to the Guest tab and click 'Add Guest' then select 'Create guest from booking' the guest will be added to the database with the booking details attached.
	~~You can process the data further by using the buttons~~ in the ~~top right corner next to the search box~~.
	''If you ~~don't see these buttons (or only see~~ the ~~Print button) you have~~ to ~~activate Flash in your browser. Refer to your browser~~'~~s manual on how to do that.~~''
	*'~~''Copy''' - Copy~~ the ~~table~~ to the ~~clipboard~~

	*'''CSV''' - Save table as a comma-separated file (.csv)

	*'''Excel''' - Save table as an Excel file (.xls).

	*'''Print~~''' - Open~~ the ~~page~~ in ~~print view. You can now use the browser's print function~~.		=Export / Print Data=
			You export guests to process the data further in Excel or another spread sheet programme.

Weins: 1版をインポートしました

2019-03-12T02:55:14Z

1版をインポートしました

← Older revision	Revision as of 02:55, 12 March 2019
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Beds24>Andrian: /* Export / Print Data */

2018-08-11T07:11:08Z

Export / Print Data

New page

[[Category:Guests_and_Bookings]]
''This page is about the menu GUESTS''

The guests menu combines bookings by the same guest and allows you to save information about the guest and view their previous bookings.
The search field can be used to search guests by booking reference, name, Email address or any other information saved about them.

Whenever there is a new booking from an Email address which has not booked before the system automatically creates a new guest. If you do not want to automatically create entries for the guest database you can set this in SETTINGS->ACCOUNT->PREFERENCES.

If a new booking has the same Email address as a previous booking the system will combine the bookings as the same guest.

Manual changes of Email addresses in bookings do not automatically move bookings.

*To add a booking populated with the guests details click on the suitcase icon
*To view guests details click on the guest then go to the "About" tab
*To view and edit a guests bookings click on the guest then go to the "Bookings" tab the click on the booking you want to view or edit
*To print click on the buttons on the top right of the guests table

[[Image:Guests.png|500px|link=]]
[[Media:Guests.png|view large]]

*To edit guests details, add a note or a flag click on the guest icon
[[Image:Guests1.png|500px|link=]]
[[Media:Guests1.png|view large]]

*To delete a guest tick them then scroll to the end of the page select "Delete" and click "Go"
*To link guests to combine them into one, tick them then scroll to the end of the page select "Link" and click "Go"
*To unlink previously combined guests to restore combined guests into separate entries click on the guest then tick the booking(s) you want to unlink and click "unlink"

[[Image:Guests3.png|500px|link=]]
[[Media:Guests3.png|view large]]

*To restore a deleted guest go to BOOKINGS search and open the booking(s), go to the "Details" tab and set "Guest Database"=yes

*To manually add a booking for a guest who previously stayed use the "Search" field in the booking.

<embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>

===Export / Print Data===
You can process the data further by using the buttons in the top right corner next to the search box.
''If you don't see these buttons (or only see the Print button) you have to activate Flash in your browser. Refer to your browser's manual on how to do that.''
*'''Copy''' - Copy the table to the clipboard

*'''CSV''' - Save table as a comma-separated file (.csv)

*'''Excel''' - Save table as an Excel file (.xls).

*'''Print''' - Open the page in print view. You can now use the browser's print function.

Category:Guests - Revision history

Weins: 1 revision imported

Beds24>Annette at 12:17, 19 August 2020

Weins: 1版 をインポートしました

Beds24>Andrian: /* Export / Print Data */

Weins: 1版をインポートしました