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  1. Add a guest
  2. Edit a profile safely
  3. Delete and repeat visits

Create and edit a Guest

2 min read

Complete every Guest field safely and understand validation, privacy preferences and matching limits.

Add a guest

From Guests, select Create guest. Choose an accessible Property, then enter required First name and Last name. Email and phone are optional, but sending an email invitation needs a usable email address. Add only necessary internal Notes.

Set the preferred communication language accurately. New forms start with English; check this rather than assuming it matches the guest. Country is separate and never substitutes for language. The guest's saved preference participates in property language discovery even without a stay or assigned room.

Under Advanced / privacy, record Marketing permission only when the guest has actually agreed. This stores permission and its date; it does not control ordinary survey/stay messages or start a marketing campaign.

Select Create guest. Errors identify fields to correct; a successful save opens the profile. Next, select Add stay to record the visit. Saving contact information does not itself send a survey.

Edit a profile safely

From the profile select Edit guest, correct the fields, then Save changes. Name, email, phone, language and notes remain editable under normal permissions even when history exists. Changing language can introduce a content-readiness requirement; it does not start AI automatically.

Property is locked when the guest already has activity or protected history. This includes stays, communications, invitations/responses, feedback and relevant privacy/history records. An unused guest may be moved to another accessible property. ELUNIA never moves old history, duplicates a guest or creates a replacement to make that change succeed. A rejected move leaves the guest and their history unchanged.

Delete and repeat visits

Permanent deletion requires authorization and no protected history. Read the deletion review; if blocked, preserve the record and correct factual details instead. Do not create a duplicate merely to record a return visit: add a new Stay to the existing property guest after checking identity.

If the guest appears missing, clear list filters and check property access. See Guest list, Manage a stay, and Privacy requests.

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