Customers
Customers
Quick Answer: This article covers customers in GuestPoint.
Each of the three Customer Tabs provides the same functionality. To simplify, we will focus on the Guests Tab, but most options are available in Companies and Agents.
Inside
the Guests folder, you can search for any guest. Just type in part of
their name, their phone number, email
address etc. and the Smart Search will find all guests that match. You can also click ‘Filter’ and put additional search criteria in (e.g. Stay Date Range, Location, Postcode, VIP Status, Amount Spent, With or Without Email Address, and Profile Fields).
If
you have set up Profile Fields (see Setup), you can also select on these
profiles in the 'Filter'. This
is great if you want to target certain types of guests (e.g. guests with birthdays in June).
Once
you have a search result, you can click on any guest name to access their
record. You can update their information and view their past history.
GuestPoint® will automatically keep track of your guests’ VIP status based
on how often they stay. You can
also manually set their VIP status on their guest screen. If you have a local
VIP or a regular guest, you can
upgrade their VIP status to 4 or 5 stars. You
can also Black List (banned) or Red List (warned) guests on their
customer screen.If
a customer receives a regular discount or special rate, you can create a Promotion
Code (see Setup) and set the ‘Default Promotion Code.’ Each time you
create a new reservation for the customer, GuestPoint® will use the Default Promotion Code.