💡Important to know:
To add guests manually, go to Guests > Guest list > click on the Add guests button > enter the necessary guest information, then click on the Add guest button.
Depending on what you choose, the Guest list can source its reservation data from either our platform or your integration(s) — in other words, property management systems (PMS), revenue management systems (RMS), or central reservation system (CRS). For more information about this, please contact our support team.
Our platform only receives reservations from channels, not integration(s), so it cannot collect guest data from reservations created in your integration(s).
This article explains how to manually add guests and manage your guest data — from updating the Guest list to testing guest emails.
Introduction to the Guest list
💡To open the Guest list, go to Guests > Guest list.
The Guest list is a list of guests arriving from the present day onwards (up to 30 days, by default). If a reservation is modified or cancelled via where its sourcing its reservation data from, the list will be updated automatically.
⚠ Note:
Depending on what you choose, the Guest list can source its reservation data from either our platform or your integration(s) — in other words, property management systems (PMS), revenue management systems (RMS), or central reservation system (CRS).
Our platform only receives reservations from channels, not integrations, so it cannot source guest data from reservations created in your integration(s).
Filter the Guest list
On the Guest list page, click on the Add filter button and apply any of the following filters:
Date Arrival — this filter is applied by default, with From and To both being the present day’s date (however, this can be modified).
Date Departure
Created date
Updated date
Name
Reservation Id
View only emailable guests — this filter is applied and set to Yes by default, showing reservations with valid email addresses. Setting it to No will show cancelled reservations, duplicate reservations, and reservations made by guests who have unsubscribed from your mailing list(s).
Checked In.
You can also perform the following actions on the Guest list page:
Export — to export a list of guests (using the chosen filters) to an Excel spreadsheet, click on the Export button.
View a Guest profile
The Guest profile includes important information about a guest, such as their name and email address.
To view a Guest profile, go to Guests > Guest list and click on a guest’s name.
Each Guest profile is laid out as follows.
Guest information
The Guest information section of the Guest profile contains information about the guest, which may vary depending on the source of reservation data you are using, whether that is our platform or your integration(s).
💡To delete a guest, click on the Remove button in the Guest information section of the Guest profile.
Related reservations
Displayed under Related reservations are the guest’s associated reservations (which are matched according to their email address), including the Arrival date, Nights, Checked in (Yes/No), Rating (if applicable), and Revenue.
Emails and Activity timeline
To the right of Guest information, you will see the Emails tab and Activity timeline tab:
Emails — this tab lists all scheduled emails that have been sent or are scheduled to be sent to the guest. From here, you can manually send an email to a guest (for example if you need to re-send a scheduled email). For more assistance with this, follow the steps in the section below titled ‘Manually send a guest email’.
Activity timeline — this tab contains a record of digital interactions between you and your guest, with a timeline displaying activities such as the Guest created date, the date an email was sent, and the date the guest opened the Concierge.
💡Additional tabs may be displayed per completed guest action — for example, completing your feedback survey.
You can also perform the following action on the Guest profile page:
Unsubscribe from all emails — to manually unsubscribe a guest from all of your guest emails, go to the Emails tab, and on the bottom of the Guest profile, click on the Unsubscribe from all emails button. (Guests can unsubscribe from your email mailing list by using the unsubscribe link you include in your emails.)
Add a guest to the Guest list
Go to Guests > Guest list.
Click on the Add guests button.
Enter the necessary guest information:
First name
Last name
Email address
Phone number
Arrival date
Departure date
Country
Language
Click on the Add guest button.
View your Concierge and forms from a guest’s perspective
On the Guest profile page, in the Guest information section, click on the ellipsis (...) to view the following from the perspective of a potential guest:
Concierge.
Check-in form.
Post-stay feedback form and During-stay feedback form.
Test a guest email
To test a guest email (which is useful in order to test the Check-in form, Post-stay feedback form, or During-stay feedback form), you can add yourself as a guest and send an email to yourself by following these steps:
Go to Guests > Guest list > Add guest.
Enter your details, including the Email address you want the test email to be sent to, then click on the Add guest button.
In the Guest profile, click Send on an email you have created.
The email will be sent to the email address listed in the Guest profile.
Manually send an email to a guest
To manually send an email to a guest (for example if you need to re-send a scheduled email), follow these steps:
Go to Guests > Guest list.
Click on the guest’s name to open their Guest profile.
Click Send on any email you have created to send it to the email address listed in the Guest profile.