1. Cloudbeds
  2. Configuration Hub
  3. Property Configuration
  4. Guests and Registration Cards

Profiles - Everything you need to know

Juss Reyes
Updated

Overview

The Profiles section functions as a central repository for guest data in Cloudbeds PMS. This includes personal details, notes, and any documents associated with a specific guest. For GDPR compliance, this section also provides direct options for Guest Data Extraction and Anonymization.

Find more useful guides about Guests and Registration Cards.

Access and use

  1. To access Profiles, go to the Main menu
  2. Click on Profiles. Within this section, users will find:
    • Guest filters
    • Guest profiles
    • Guest information

Continue reading below to learn more about each one!

 

Navigating Profiles

Filters

In Profiles, users can filter by:

  1. New or Repeat guests
  2. Guest Country
  3. Check-in Date
  4. Check-out Date
  5. 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
Guest information (Columns)
  1. Guest information:
    • Name / Surname
    • Email
    • Phone
    • Country
    • Repeat Guests? (Y/N)
    • Guest Status
  2. Page navigation - To view the complete list of guests, based on the applied filters
  3. Export customers - Save your guests' data in an Excel file (xlsx format)
Guest Profiles
  • 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 guests' profiles updated in case of new reservations.
  • Explore the following Guest Profile articles to learn more about their features for guest data management:
Was this article helpful?
0 out of 0 found this helpful

Comments

6 comments
Date Votes
  • Avatar
    Shelby Yocius

    Can you no longer merge duplicate guest profiles?

    0
  • Avatar
    Sofia Miguel Valente

    Hello Shelby Yocius,

    Thank you for your comment.

    Yes, you can still merge duplicate guest profiles.

    Here are the step by step instructions:

    1.Go to the Guests page

    2. Search for duplicates (using the "Filter Duplicates by Email" option)

    3.  Select up to 10 profiles, and click "Merge Guests."

    You can find more information within this article: 

    Set up guest status, disallow guests and merge guest profiles

    Let me know if you have any other question!

    0
  • Avatar
    Albert Shigapov

    Previously, in Guests section, you could filter statuses of the guests such as Blacklisted or VIP. How can we do it now with Profiles? Is there another way to do it?

    0
  • Avatar
    Juss Reyes

    Hello, Albert Shigapov!

    You can also filter by Guest Status in Profiles (see screenshot below). We have already updated the article in the Filters section, based on your request.

    Thank you!

    1
  • Avatar
    Garrett Mac Manus

    I am on the new profile page and looking to merge a few customer accounts which have the same details. It it doesn't appear to be an option? You can't do it within the guest page on settings.  

    0
  • Avatar
    Juss Reyes
    (Edited )

    Hello, Garrett Mac Manus, 

    Thank you for your question regarding the guest merging feature in the Profiles page.

    We understand this is a key tool for your daily operations. Our team is currently enhancing the Profiles page, and the ability to merge guest profiles is already on our team's radar for consideration.

    Thanks again for your valuable feedback and follow-up!

    0

Please sign in to leave a comment.