Merge Guests
Clean up your Guest related data by Merging Guests.
Last updated
Clean up your Guest related data by Merging Guests.
Last updated
It is possible to create multiple incidences of the same guest in the system. You can tidy these up by using Merge Guests so that all bookings will be associated with a single incidence of the guest.
Users must have "Merge & Eject Guest Admin" permission to merge guests.
As merge guest allows the deletion of guest data from the system, we recommend this permission is given only to experienced users. It is also a good idea to backup user information before using Merge Guests by exporting either as an excel download or to Mailchimp.
This is a one way process and cannot be undone.
Navigate to CRM →
Click Show to show all guests associated with your account.
Use the filter to show all guests associated with a full or partial Last Name, First Name, Email, Telephone, or Fax.
Check the boxes on the left hand side of the guests you wish to merge and click Merge selected guests.
On the next screen select the winning guest and click Next.
Check you have correctly selected the winner and loser(s) and click Merge these guests.
All bookings associated with losing guests will be moved to the winner and losing guests will be deleted.
