Manage Guest Details

Introduction

Welcome to our guest management guide! Within this article, you'll navigate through simple steps for adding, editing, archiving, viewing, unarchiving, and permanently deleting guest details in your account. Designed for quick and effortless execution, these tasks ensure the streamlined and efficient management of your guest information.

Table of Content

How to Add a New Guest
How to Edit Guest Details
How to Archive a Guest
How to Unarchive a Guest
How to Permanently Delete a Guest

How to Add a New Guest

To Add a New Guest using the dashboard guest management:




Step-by-step-Guide:

Step 1: Left Navigation bar, tap on Guests. From the options, select Guestbook.



Step 2: Tap on the New Guest button



Step 3 Fill in the necessary fields. and tap the Add button to save.
Mandatory fields are denoted by (*).

Field Name	Data Entry	Required
First Name	Enter First Name	Yes
Last Name	Enter Last Name	Yes
Email Address	Enter Email Address	No
Customer Since	dd/mm/yyyy	No
Date of Birth	dd/mm/yyyy	No
Anniversary	dd/mm/yyyy	No
Phone	+1 (country code) - Phone Number	No
Customer Notes	Enter Customer Notes	No
Vehicle Details	Add a New Vehicle (Button)	No
Address	Add a New Address (Button)	No

How to Edit Guest Details

Is there a change in your guest's information? No problem! Follow these simple steps to edit guest details:



Step 1: Locate the guest whose details you want to edit.



Step 2: Hover over the Date Created section and tap on the pen icon to "Edit".



Step 3: Update the required information.



Step 4: Save your changes.

How to Archive a Guest

If you need to temporarily remove a guest from your active list, follow these steps:



Step 1: Find the guest you want to archive.

Step 2: Hover over the Date Created section and tap on “Archive”.



Step 3: Confirm the action by selecting “Yes, archive it!”.

Step 4: To cancel without archiving, click “Cancel”.

How to View Guest Information

To quickly access information about a guest, follow these steps:

Step 1: Identify the guest whose details you want to view.

Step 2: Hover over the Date Created section and select “Info”.



Step 3: A pop-up form will display the guest's details.

How to Unarchive a Guest

If you want to reactivate an archived guest, here's how:



Step 1: Go to the “Archive” tab.



Step 2: Click the 3-dot icon next to their name and choose “Unarchive” from the options.



Step 3: Confirm by clicking “Yes, unarchive it!”.

Step 4: To cancel, click “Cancel”.

How to Permanently Delete a Guest

For cases when you need to remove a guest permanently, follow these instructions:



Step 1: Go to the “Archive” tab.

Step 2: Find the guest you want to delete permanently.

Step 3: Click the 3-dot icon next to their name and select “Permanently Delete” from the options.



Step 4: Confirm by clicking “Yes, permanently delete it!”.

Step 5: To cancel, click “Cancel”.




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Updated on: 09/06/2024