Open a booker contact page by clicking the name of a booker from the Contacts module. Here, collected personal, reservation, and invoice data for this contact is shown.
Profile
The profile shows the booker’s contact and financial details, as well as communication preferences. The profile is not editable, because this information is sourced from reservations. If a guest asks you to edit their information, do so by opening their latest reservation and editing their information on that page.
Documents
Below the profile section, you can add documents via the '+Add' button. This may for example be used for copies of identification documents.
Reservations
Past and planned reservations of this booker are shown here. Click the booking number to open the reservation, or click '+New reservation' to create a new reservation for this booker.
Invoices
Invoices addressed to this booker are shown here, including the most important information such as total amounts and payment status. Click the invoice number to open an invoice.
More actions
The ellipsis button in the top right offers three more actions. You can resend an access link to the customer portal, imitate this booker to view their customer portal yourself, or go to the export page for this booker’s personal data. This last option is used if the booker, following their data privacy rights, wants to know which personal data is stored.
You cannot entirely delete a booker contact. If you have organisation rights, you can anonymize a booker instead. Click 'View on organization level', and then choose 'Personal data' in the ellipsis menu. Here, you can use the button 'Mark for anonymization' to make sure this contact will be anonymized within 24 hours.