This article offers a general overview of the Guests tab of your Cloudbeds PMS.
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Access and use
The Guests tab shows all of your customer's data such as revenue, personal details, notes, and any documents that you have attached to a specific guest. On this page, you also have a drop-down button which includes Guest Data Extraction and Anonymize Guest Data options due to GDPR Compliance.
- To access the Guests tab, simply go to the Main menu and click on Guests
Overview
In the Guests tab, you can filter by:
- New or Repeat guests
- Guest Country
- Check-in Date
- Check-out Date
- Guest Status
- Once all the corresponding filters are selected, click on Apply to show your guests matching the selected criteria.
- Click on Clear to remove all the selected filters, if necessary
- Filter Duplicates by Email - Search for all occurrences of guests where there is more than one repeated email. This is useful to merge guest's profile
- Merge guests - Merge duplicate guest profiles. Learn more about How to Merge Guest Profiles
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Guest information:
- Name / Surname
- Phone
- Country
- Repeat Guests? (Y/N)
- Guest Status
- Export customers - Save your guests' data in Excel file (xlsx format)
To view more details about a guest and to be redirected to the guest details page, click on the guest name.
Once you've clicked on a specific guest's name or surname, you can see or update your guest's profile. It is important to keep your guest's profile updated in case of new reservations.
On the Guest Details tab you can:
- Upload or take a guest's photo
- Check if the guest opts in to marketing and promo content. See more in the GDPR Data Controls section below
- Contact Information, Address and Guest Document
- Statistics (total reservations, nights stayed, total revenue and the last visit date)
- Sources from which guest booked
- Select a Guest Status
- Create a new reservation for the guest
- If GDPR Compliance is enabled, the Privacy Actions drop-down allows you to Anonymize Guest Data or Extract Guest Data. Learn more below
The Privacy Actions drop-down will only be displayed if Enable GDPR Compliance is enabled for the property. Learn more here: Enabling Security Compliance Settings (GDPR) in Cloudbeds PMS.
GDPR data controls
Guest Marketing Preferences
Under the Guest Details, check if the guest opts in to marketing and promo content
- According to GDPR compliance, only the guest can decide whether they want to opt-in for marketing content (by confirming that during booking process on booking engine or by following the Opt-in guest form/link and confirming that they opt-in)
- Both the property and guest can opt-out the guest
- If a Cloudbeds PMS user decides to change a Guests status from Opt-In to Opt-Out, it can not be undone until the guest books your property again or opts-in by other means
- Opting-out the guest only affects the guest profile. It does not affect any other guest associated with the same reservation
Anonymize guest data
Anonymizing guest data will remove all personally identifiable information for this guest from the system.
- Guest Details:
- First Name -> will be replaced with Anonymized
- Last Name -> will be replaced with Anonymized
- Email -> will be replaced with Anonymized-first 10 symbols from old email value@example.com
- Guest’s Photo
- Phone
- Cell Phone
- Date of Birth
- Address 1
- Address 2
- All PII Custom Fields (Personal Identifiable Information)
- Document Number
- Document Issue Date
- Document Expiration Date
- Notes, if there are any
- Documents
- All images and documents uploaded aside from Registration Cards and Invoices
- This action can not be undone.
- The Anonymize Guest Data button will be active only if:
- Guest has no In-House, Confirmation Pending, or Confirmed reservations
- Balance Due is 0
- Guest has not been previously anonymized
- Invoices won't be modified or removed
Guest data extraction
The Guest Data Extraction option creates and downloads an XML file (similar to Reservation Export) that includes the guest's details, such as the first and last name, email address, phone, date of birth and more.
At the moment only a XML format is available for the Guest Data Extraction.
The History shows the guests' reservation history:
- Search by using the Search feature to find a specific reservation or
- View the full reservation details by selecting a specific reservation
Add a note and see any of the notes associated with this guest (list of all notes, including both active and archived)
Upload new guest documents and view previously added documents:
