How to use Guest database

The guest database in Bookings > Guests combines bookings by the same guest, so you can save information about repeat guests and see their previous bookings. When a new booking has the same email address as a previous booking, Beds24 creates a guest record automatically and combines the bookings under the same guest.

Tip: The guest database is designed for repeat guests. For CRM functions, connect a CRM system through Make in Settings > Marketplace > Make.

Table of Contents

  1. How guest records are created
  2. Work with guests
  3. Export or print guest data

How guest records are created

  • The first booking from a new guest does not create a guest record. To add a record for a new guest, open the booking, go to the Guest tab, click Add Guest and select Create guest from booking. The guest is added to the database with the booking details attached.
  • To stop guest records from being created automatically, go to Settings > Account > Preferences.
  • Changing the email address in a booking manually doesn't move the booking to another guest.

Work with guests

Use the search field to find guests by booking reference, name, email address or any other information saved about them.

To Do this
Add a booking with the guest's details filled in Click the suitcase icon.
View a guest's details Click the guest, then go to the About tab.
View or edit a guest's bookings Click the guest, go to the Bookings tab, then click the booking.
Edit a guest's details, or add a note or a flag Click the guest icon.
Delete a guest Tick the guest, scroll to the end of the page, select Delete and click Go.
Merge guests into one Tick the guests, scroll to the end of the page, select Link and click Go.
Unlink guests you combined before Click the guest, tick the bookings you want to separate and click unlink.
Restore a deleted guest Find and open the bookings in Bookings, go to the Details tab and set Guest Database to yes.
Add a booking manually for a returning guest Use the Search field in the booking.
Guest list in Bookings > Guests with the suitcase icon and guest tabs Guest icon for editing guest details, notes and flags Delete and Link actions at the end of the guest list

Export or print guest data

Export the guest list to process the data further in Excel or another spreadsheet program. To print, click the buttons at the top right of the guest table.

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