Manage Guest Details

Managing Guest Details in Your Account

Welcome to our guest management guide! In this article, we'll walk you through the steps to add, edit, archive, view, unarchive, and permanently delete guest details in your account. Each action is quick and easy to perform, allowing you to efficiently manage your guest information.


How to Add Guest
To add a new guest using the dashboard guest management



Tap on the New Guest button
Fill in the necessary fields.
Tap on the "Add button" to save.


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



Locate the guest whose details you want to edit.
Look for the 3-dot icon next to their name and click on it.
From the dropdown menu, select “Edit”.
Update the required information.
Save your changes.

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



Find the guest you want to archive.
Choose “Archive” from the options.
Confirm the action by selecting “Yes, archive it!”.
To cancel without archiving, click “Cancel”.


How to View Guest Information
To quickly access information about a guest, follow these steps:



Identify the guest whose details you want to view.
Click the 3-dot icon next to their name.
Select “Info” from the menu.
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:



Go to the “Archive” tab.
Locate the guest you wish to unarchive.
Click the 3-dot icon next to their name.
Choose “Unarchive” from the options.
Confirm by clicking “Yes, unarchive it!”.
To cancel, click “Cancel”.


How to Permanently Delete a Guest
For cases when you need to remove a guest permanently, follow these instructions:




Go to the “Archive” tab.
Find the guest you want to delete permanently.
Click the 3-dot icon next to their name.
Select “Permanently Delete” from the options.
Confirm by clicking “Yes, permanently delete it!”.
To cancel, click “Cancel”.

Updated on: 11/07/2023