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  1. Find the right person before adding another visit
  2. Read the table
  3. Choose an acquisition method

Guests overview

2 min read

Find, filter and open canonical guest records and understand how they relate to stays.

Find the right person before adding another visit

Open Guests in the sidebar. A Guest is a person's contact and language record for one property; a Stay is a separate visit. Check the existing list before creating a duplicate for a returning visitor.

Use Search for name, email or phone. Choose Property and Language, optionally enter a two-letter Country code, and press Filter. Clear those fields and filter again to widen the results. Only properties you can access are included. A missing-email warning may link here with an additional filter already applied.

Read the table

  • Guest, Email and Phone identify the person. Missing email is shown explicitly; Add email opens the relevant edit form if you have permission.
  • Preferred communication language displays the recorded language in its native name with a shared flag label. It does not show nationality or promise every custom field is translated.
  • Property identifies ownership. Similar names in different properties are not merged.
  • Last stay is the latest recorded checkout date, not proof the guest is currently in house. Total stays counts their recorded visits.
  • View opens the profile and factual Guest Journey. Use pagination for further results.

Choose an acquisition method

Use Create guest or Add manually for one person. CSV import / Import CSV opens the guest-and-stay import preview. Connect your PMS opens available integrations and limitations; it does not start a synchronization. These are alternative entry points to the same scoped records.

On the profile, review contacts, language, notes and consent before Edit guest. Use Add stay for another visit. The Guest Journey groups survey invitations, communications, responses and feedback by stay; an invitation is not proof of email delivery.

If an action is absent, check your permissions and property access. A guest with protected activity/history cannot be permanently deleted or moved to another property. Contact details can still be corrected. See Add or edit a guest, Guest Journey, and Stays.

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