Guests
Working with guest profiles: search and filter the guest list, merge duplicates, tag and segment, and handle consent and anonymisation.
10 articles
- How phone numbers are validatedWhy a guest's number can be marked invalid, what the two validation passes check, and how to fix it.
- The Guests listSearching, filtering, sorting, saved views and CSV export from one table, and why an export only covers the rows you have loaded.
- Searching in the Reservations and Guests tablesWhat each table accepts, how much you need to type, and why a record you know exists sometimes does not come back.
- Anonymise a guestWhat anonymising a guest removes, what it keeps, and why it cannot be undone.
- Guest tagsLabelling guest profiles, turning a tag into an audience, and why case-sensitivity and naming conventions matter so much.
- Merge two guest profilesCombining two duplicate guest records into one, what to check first, and why it cannot be undone.
- Guest consent statusesWhat each consent status on a guest profile means, and which campaigns it lets through.
- Set up and apply consent optionsCreating the consents a guest can agree to, what Auto-grant and Require confirmation change, and how to apply one to a profile.
- Guest channel preferenceLet your guests choose whether you reach them by email, SMS, or WhatsApp, and have your campaigns honour that choice.
- Stop a guest from receiving campaignsAdd the silence tag to a guest profile to keep that guest out of your campaigns, without deleting or anonymising their record.