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”.
Updated on: 05/26/2025
Thank you!