Viewing or editing guest client details
This tutorial will show you how to add or change the guest details. This includes their contact number, email address and you will also be able to add additional information and check booking history.
You might want to do this when the guest is different from the person making the booking (agent or tour operator).
Enter client details or add additional information
Here is where you can add or update the client contact details and billing information.
Note: You can also capture additional information such as the guest's cell number, nationaility, etc.
Note: Capture notes specific to the guest, such as dietary preference, special requests, or link a rate sheet to this client ID.
If you would like to link a different rate sheet you will need to set up an STO and link it by rate sheet in use.
When you make a booking for this particular client again, the applied rate on the booking will be from the linked STO.
View a list of the past & current accounts
By clicking on accounts, you will be able to see all the open and closed accounts that the client has with you.
View and/or add transactions
This section will show you all the transactions that have taken place on this client's accounts. We show all accounting transactions such as invoices, payments, credit notes and journals.