How To Use Contacts in ResBook

How To Add A New Contact On Your ResBook Account

Contacts - Add a Contact

To access the 'Contacts' module use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Create] as displayed below:




A page like this will then appear:


You must then select the 'Contact Type' which can be classified according to the following:

 

Contact Type Description
Owners Property managers can add a contact with limited functionality (add a booking, view available dates) and supply them with a username and password.
Staff Every staff member can be supplied with their own login with a unique username and password.
Guests The customer who is staying at your accommodation. The most common type of Contact used in ResBook is Guests.
Agents Agents that the property deals directly with. It also includes all online third-party travel agents.
Cleaners For the 'Housekeeping' module. Cleaners will need to be created here before they can be assigned to ResBook.

Enter the remaining details. All fields marked with * are compulsory. Once all fields are filled in, click

[Create Contact]. The details will then be saved and displayed as seen below.

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