People Record Management
People records are the profiles for the guest, resident, camper, member, or customer linked to each booking, stay, reservation, or placement. Each profile keeps contact details, activity history, and payment records in one place. Navigate to Dashboard > Guests to see the people list used by your organisation.
Adding a Person Record
Click Add Guest and enter the person's name, email, and phone number. The email is required if you want them to access the self-service portal. You can also add an address and internal notes.
Go to Dashboard > Guests
Click Guests in the sidebar.
Click Add Guest
Click the Add Guest button at the top right.
Enter their details
Fill in first name, last name, email (required), and phone number. Add their address if you have it.
Save
Click Save. The record now appears in your people list and can be linked to bookings, stays, reservations, or placements.
Searching People Records
Use the search bar at the top of the people records page to find records by name, email, or phone number. The search is instant - results update as you type. You can also sort the list by name, email, or date added.
Person History
Click any person record to see the full history - past and current bookings, stays, reservations, placements, invoices, payments, and documents. This gives you a complete picture of your relationship with that person or customer.
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