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The Guests list

Searching, filtering, sorting, saved views and CSV export from one table, and why an export only covers the rows you have loaded.

The Guests list is where your whole guest base lives. It loads as you scroll, searches name, email, phone, UUID and booking reference from one box, and shows tags, audiences and the latest reservation in the row itself, so most lookups can be done without opening a profile.

Find it at Profiles > Guests in the left menu.

The Guests list

What it does

Loads as you scroll. The header shows how many guests you have in total; the footer shows how many rows are loaded so far.

One search box for everything. Name, email address, phone number, UUID, or booking reference on any of the guest's reservations. For what each field accepts and how results are ordered, see Searching in the Reservations and Guests tables.

Filtering on ten fields. Select Filter and choose from Email, Phone, Reservations, Total spend, Audience, Tags, Language, Loyalty, Updated on, and Last reservation. Guest name and UUID are covered by search rather than by a filter, so use the search box for those.

Sorting on any column. All thirteen can be sorted, so Total spend or Reservations surfaces your highest-value guests, and Updated on brings recently changed records to the top.

Configurable columns. Add or remove columns for the task at hand. They scroll horizontally, with the guest name pinned to the left, so a row never loses the name it belongs to. Thirteen are shown by default: Guest name, UUID, Email, Phone, Audience, Tags, Language, Loyalty, Reservations, Latest reservation, Total spend, Updated on and Updated at. Empty cells say so — No email, No phone number, No audience, No tags — rather than sitting blank.

Updated on and Updated at are the same event split in two: Updated on is the date the record last changed, Updated at is the time of day. Sort on either and you get the same order; show both when you need the exact moment.

Saved views. The view selector next to Guests switches between saved layouts, and Create new view adds one. Name it, then decide who sees it: leave Share with everyone off and the view is yours alone, marked with a padlock in the list; switch it on and everyone in the organisation gets it. Your own views carry a menu with Rename and Delete. The sharing choice is made when you create the view, so to change who sees one you delete it and create it again.

Contact a guest from the row. Open a new inbox conversation by email or phone without leaving the list.

Export to CSV. Export offers Export selected, for the rows you have ticked, and Export visible, for the rows loaded so far.

What this does not do

  • Export covers selected or loaded rows only. You cannot export the full result of a filter in one action. Filter first, let the list load, select the rows, then export.

  • For a full export, make a GDPR data request or use Bookboost Insights.

  • You cannot choose what stays pinned. Guest name is pinned to the left and that is fixed, so hiding the columns you do not need is the way to bring a far-right one closer.

  • An audience only appears in the filter if it is marked "show on profile". A missing audience is that setting, not a fault.

Common questions

Can I search by booking reference?
Yes. Search covers the booking reference on any of the guest's reservations, as well as name, email, phone, and UUID.

Why do some audience filters not appear?
The filter only shows audiences marked with "show on profile".

Can I filter by guest name?
No, and you do not need to. Name is one of the fields the search box covers.

If I export, do I get all guests or just the ones I selected?
Only the rows you have selected, or that are currently loaded.

What to do next

To open a guest and see everything held on their record, see What is on a guest profile. To build a reusable segment rather than a one-off lookup, see Audiences.

Getting help

Open Help at the bottom of the left menu and choose Talk to us, or email support@bookboost.io. Say which account you are on and what you were trying to do.

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