Managing Guest Profile
This feature keeps information on every guest who visited or made any transaction at your spa. Having intact guest data provides insights into their profile type and unique preferences that enable the hotel to provide personalized service.
1. On the Settings Dashboard page, click the “Guests” button. 
2. Click the “Add Guest” button to create a new guest profile.
3. Fill in all the information as shown in the below image. Click the “Save Changes” button to finish and the newly created profile will display first on the list. Click the “Discard” button to cancel.
The user can put all the relevant data like guest preferences or medical issues in the “Special Notes” section.
4. To edit or delete a guest profile, click the 3 dots and the “Actions” box will display. Click the “Save Changes” button after you edit the profile. Please note that once you click the “Delete” button, the system will immediately delete the profile.
5. To merge the guest profile, click the small box that appears before the guest’s name. Then click the “Merge Guests” button.
6. Choose the profile you want to keep by clicking the guest profile. Then click the “Merge Profiles” button to complete.
7. You can view the guest profile on the “Search” bar by guest name, phone number, or email address. Click the “Show Details” to view the last reservation of the guest and the “Full History” if you want to view the complete history.
8. The guest profile can be viewed in the Summary, Completed, Upcoming and Cancelled tab.
Quiz – Choose the correct answer.
1. What actions can you do in the Guest menu?
a. Add the Guest’s birth date
b. Edit the Guest’s profile
c. Both a and b
2. Where can you find the Guest’s upcoming treatment/booking?
a. Guest search tab
b. Guest History
c. Cancelled History
3. What information do you need when creating a new guest profile?
a. Email address
b. Password
c. Both a and b
If you need further assistance, please send an email to helpdesk@spa-tx.com