Booker contact management
Through the contacts module, any booker's contact information can be viewed, and their reservations can be managed.
Contact information in profile
The profile shows the booker’s contact and financial details, as well as communication preferences. The profile is not editable, as these details are automatically updated according to the information entered for the most recent reservation of this booker.
The communication preferences show whether consent was given to receive newsletters (managed via CMS), or personalized advertisements via Google Ads.
If a guest asks you to edit their information, do so by opening their latest reservation and editing their information on that page.
Reservations overview
All reservations of this booker are shown, past stays as well as scheduled reservations. Click the booking number to open the reservation, or click '+New reservation' to create a new reservation for this booker.
Finding or creating a reservation via the contacts module is the quickest way to assist someone if you want to look them up by phone number.
Documents specific to a booker
It is possible to add documents to a booker contact. This may be useful for copies of identification documents, for example.
Invoice overview
Invoices addressed to a booker are shown with the most important information at a glance, such as total amounts and payment status. Click the invoice number to open an invoice.
Personal data
Via the ellipsis button in the top right of the contact page, you can access the export page for this booker’s personal data. This is used if the booker, following their data privacy rights, wants to know which personal data is stored.
Read more: Guests' right of access to personal data