Guest Management
Manage guest profiles, track history, and link guests to bookings across your property.
Overview
The guest management module provides a centralized registry of all guests who have stayed at or interacted with your property. Each guest has a detailed profile, booking history, and can be quickly searched when creating new reservations.
Guest Profiles
Creating a Guest
Navigate to Guests → Add Guest to create a new guest profile. The following fields are available:
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Guest's first name |
| Last Name | Yes | Guest's last name |
| No | Email address for correspondence and invoices | |
| Phone | No | Contact phone number |
| Company | No | Company or organization name |
| GST Number | No | GSTIN for business guests (validated via API) |
| Address | No | Full address including city, state, ZIP, and country |
| ID Proof Type | No | Passport, Aadhaar, Driving License, etc. |
| ID Proof Number | No | Identification document number |
| Notes | No | Internal notes about the guest |
TIP
When a GST number is provided, it is automatically validated against the GST API. The registered business name and address are fetched and can be used for invoicing.
Editing a Guest
Open any guest profile and click Edit to update their details. Changes are logged in the audit trail and reflected across all linked bookings and invoices.
Guest Profile View
Each guest profile displays:
- Contact information — email, phone, address
- Identity documents — ID type and number
- Company details — company name and GST information
- Booking history — all past and upcoming reservations
- Invoice history — all invoices linked to this guest
- Total spend — aggregate revenue from this guest
- Visit count — number of completed stays
Guest Overview Statistics
The guest dashboard provides key metrics at a glance:
- Total Guests — total number of guest profiles in the system
- New Guests — guests created within the selected date range
- Returning Guests — guests with more than one booking
- Top Guests — ranked by total revenue or number of visits
These statistics help you understand your guest base and identify high-value customers.
Searching Guests
Quick Search
Use the search bar on the guest list page to filter guests by:
- Name (first or last)
- Email address
- Phone number
- Company name
Search results update in real-time as you type.
Booking Assignment Search
When creating or editing a booking, the guest selector provides an inline search that lets you:
- Type a guest's name, email, or phone number
- Select from matching results
- Or create a new guest on the fly if no match is found
The search checks across all guest fields to ensure you find the right person quickly.
Advanced Filters
On the guest list page, you can apply advanced filters:
- Date range — filter by guest creation date
- Has bookings — show only guests with at least one booking
- Company — filter by company name
- Sort by — name, creation date, total spend, or visit count
Guest History
Booking History
The booking history tab on a guest profile shows:
- All bookings (past, current, and upcoming)
- Booking status (confirmed, checked-in, checked-out, cancelled)
- Room details and dates
- Booking total amount
Click any booking to navigate directly to the booking detail view.
Invoice History
The invoice history tab displays:
- All invoices issued to this guest
- Invoice status (draft, sent, paid, partially paid, overdue)
- Invoice amounts and payment status
Activity Timeline
A chronological timeline shows all interactions with the guest:
- Profile creation and edits
- Bookings created, modified, or cancelled
- Invoices generated and sent
- Payments received
- Check-in and check-out events
Permissions
Guest management is controlled by the Guests RBAC module:
| Permission | Access |
|---|---|
| View | Browse guest list, view profiles and history |
| Create | Add new guest profiles |
| Update | Edit existing guest details |
| Delete | Remove guest profiles |
| Manage | Full access including bulk operations |
See Settings → Roles & Permissions for configuration details.