Customers

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.

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