Contact Types

Contacts - Add Guests Contact

Contacts - Add Guests Contact

ResBook defines Guests in the context of a customer staying at your accommodation. They represent the most common type of Contact used in ResBook.

To add a 'Guest' as a contact follow the steps outlined below: 

Step 1: Use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Create].

 

Step 2: Select [Guests] as the Contact Type at the top of the page.

 

Step 3a: Classify the 'Guest' as 'Private' or 'Corporate'. 

Step 3b: If a guest belongs to a Corporation, select the 'Corporate' option and click on the drop-down box. Click on 'Create a new company' to fill in more details.

 

 

Step 4: Enter the following details. All fields marked with * are compulsory. 
Step 5: If you have the Mailchimp module added to your system,  you can select the list options.

 

Step 6: An image of the guest can also be uploaded if required, click [Choose Files] and locate the image on your computer.

 

Step 7: Once all fields are filled in, click

[Create Contact].

The details will then be saved and displayed as seen below.
 
Completed Contact


Please note:
 
When adding a new address, you must ensure you have selected the correct country first. Then once you begin typing the address in 'Address (Line 1)' a drop-down list will appear with suggestions. After selecting the correct address the auto-complete feature will fill in the rest and save the contact automatically.

Get to know ResBook and how it can save you time


With a decade old digital agency backing us, our team are regularly producing video to help you take on the world! From tips and tricks with ResBook, to useful software providers all the way to industry trends we are here to share what we know.

Stay tuned here for regular video updates!

Subscribe