Introduction to the Customers Tab

The Customers tab is the place to access information about your customers and communicate with  them. You can also deal with any duplicate records. Customers are divided into three groups:

1.      Guests– these are the guests who stay in your property

2.      Companies – some guests will belong to a company and GuestPoint® allows you to see all the bookings made by a company and to allow a company to be a Debtor so you can send them invoices (See Accounts Tab for more details). With GuestPoint® Premium you can also enable the Corporate Login option for your companies (See Corporate Login for details).

3.    Agents – these are typically online agents (e.g. Wotif, Expedia) and traditional travel agents (e.g. American Express Travel etc.) These are companies that book a room on  behalf of their customers and you need to send them an invoice for the room charges

Guests and Companies are automatically added to GuestPoint® when you make a new reservation. When you first start using GuestPoint®, you should set up all of your agents. You can  also add more later.

The Customers tab has four sections: Overview, Guests, Companies and Agents.

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• 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 ...

• Exporting Customers

  Just like selecting customers to email, you can select them and export their information into Excel® or a Text File. This is useful if you are using another software program to do your marketing. When you have selected the customers you want to ...

• Emailing Customers

  Once you have made a selection and can see the results from the Customers smart search, you can easily email these customers. You   can individually select the ones you want to email, or tick the box at the top of the column to select    them all.   ...

• Customer Statistics

  From the Overview tab, you get instant statistical information about your customers. There are  three sets of statistics and these are broken up for Companies and Guests.               The ‘Top By Revenue’ shows how much a customer has spent with you ...

• Merge/Delete Records

  From the Customers tab you can merge and delete duplicate records for Guests, Companies and  Agents. Search for and select the duplicate records then click ‘Merge/Delete Records’. ​         You have the option of selecting the record to keep and the ...