Contact Support


    Guest Contact

    Setup a Contact on a Guest Profile in RMS.

    Decision Tree

    A Guest Contact is a person added to the Guest Profile for the purpose of correspondence.

    • Information
    • Use
    • Add Button

    Information

    A Guest Contact is a person added to the Guest Profile for the purpose of correspondence.

    A Guest Profile is the record of guest information for a person who has booked or stayed at the property.

    The Guest Profile includes the Guest Details as shown on the Reservation Screen with additional information and guest management options.

    The 'Contact' and 'Booker Contact' fields can be included on the Reservation Screen using Field Maintenance to select an associated Contact on the reservation.

    Contacts can be included as a merge field in Form Letters for tailored correspondence.



    Users will require Security Profile access to use this feature.



    • Use
    • Add Button

    Use

    1. Go to Reservations > Guest Search in RMS.
    2. Enter the Guest Name into the 'Search' field and press 'Enter'.
    3. Select the Guest Profile and choose 'Edit'.
    4. Navigate to the 'Contacts' tab.
    5. Select 'Add'.
    6. Enter the Contact Information.
    7. Optional: Select the checkbox 'Emergency Contact'.
    8. Optional: Select a Grouping.
    9. Optional: Select a Relationship.
    10. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Reservations > Guest Search in RMS.

    Enter the Guest Name into the 'Search' field and press 'Enter'.

    Select the Guest Profile and choose 'Edit'.

    Navigate to the 'Contacts' tab.

    Select 'Add' to create a new contact.

    Enter the Contact Information.

    Optional: Select the checkbox 'Emergency Contact'.

    Optional: Select a Grouping.

    Optional: Select a Relationship.

    Select  'Save/Exit' to store the changes made and leave the setup.

    This Contact will now be available for selection when sending Correspondence from the Guest Profile or a Reservation with this Guest.

    Use

    1. Go to Reservations > Guest Search in RMS.
    2. Enter the Guest Name into the 'Search' field and press 'Enter'.
    3. Select the Guest Profile and choose 'Edit'.
    4. Navigate to the 'Contacts' tab.
    5. Select 'Add'.
    6. Enter the Contact Information.
    7. Optional: Select the checkbox 'Emergency Contact'.
    8. Optional: Select a Grouping.
    9. Optional: Select a Relationship.
    10. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Reservations > Guest Search in RMS.

    Enter the Guest Name into the 'Search' field and press 'Enter'.

    Select the Guest Profile and choose 'Edit'.

    Navigate to the 'Contacts' tab.

    Select 'Add' to create a new contact.

    Enter the Contact Information.

    Optional: Select the checkbox 'Emergency Contact'.

    Optional: Select a Grouping.

    Optional: Select a Relationship.

    Select  'Save/Exit' to store the changes made and leave the setup.

    This Contact will now be available for selection when sending Correspondence from the Guest Profile or a Reservation with this Guest.


    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Contact Support