What Is a Person Profile?
A person profile is the central record for a particular guest, resident, camper, member, or customer. It stores contact details, identity documents, booking, stay, reservation, or placement history, payment records, invoices, and any uploaded documents. Think of it as a digital folder for each person connected to your property.
Contact Information
Each person profile stores first name, last name, email, phone, and postal address. The email address is the primary identifier - each record must have a unique email within your organisation. You can update these details at any time by opening the record and editing the profile.
Identification Details
For properties that require identity verification, you can record ID number, ID document type, nationality, and date of birth. These fields are optional and are only visible to staff with appropriate permissions.
Activity and Payment History
The person profile shows all bookings, stays, reservations, or placements, along with invoices and payments in chronological order. This history is useful when someone asks about a previous stay or when you need to check whether they have outstanding balances.
Use the notes field to record preferences and special requirements. When the person returns, you can see at a glance that they prefer a ground-floor unit, need extra pillows, or have another recurring requirement.
Attached Documents
You can upload documents directly to a person profile - stay agreements, identification copies, insurance certificates, and more. Go to Dashboard > Documents to upload files and link them to a person record. Linked documents also appear on the profile page for easy access.
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