CRM help you to manage your guests while staying at your property. You can easily manage guests who have special requests or other needs/criteria by adding tags. Follow these steps to be able to manage your guests by tags.
Step 1 : How to open the CRM
Login into your PMS account.
Select 'CRM' on the dashboard.
Click 'Guest Information'.
After you click the 'Guest Information' the page will show a page containing guest information.
in Guest Information, there are several table list with this detail :
Guest Name : The name of the guest
Email : Active email of the guest
Phone Number : Phone number of the guest
Nationality : Guest nationality
Gender : Gender of guest
Age Range : Age of guest
Language : Language used by guest
Address : Address of guest
Tags : Tags used by guests
No. Of Booking : Number of booking
Download Guest List : This button is to download the Guest list
Add Guest : To add new guest
Manage Tags : To manage tags, such as create, edit, and remove tags
Step 2 : How to Create Tags
Select 'CRM' on the dashboard.
Click 'Guest Information'.
After you click the 'Guest Information' the page will show a page containing guest information.
Click 'Manage Tags'.
Click '+Create Tag'.
You will see table to make a new tag.
Write in the column to make a new tags.
Choose the color of your tag by click on the color.
Click 'Create' button to save the new tag.
If your tags successfully created, there will be success notification 'Tag Created' and you can check your new tags appear in Manage Tags list.
Step 3 : How to Edit Tags
Select 'CRM' on the dashboard.
Click 'Guest Information'.
After you click the 'Guest Information' the page will show a page containing guest information.
Click 'Manage Tags'.
Choose and select the tags that you want to edit by click on the 'Pen' icon
You can edit by change the name of the tags or change the color of the tags
Click 'Save' button to save your change.
If your tags successfully change, there will be success notification 'Changes Saved' and you can check your tags change in Manage Tags list.
Step 4 : How To Delete Tags
Select 'CRM' on the dashboard.
Click 'Guest Information'.
After you click the 'Guest Information' the page will show a page containing guest information.
Click 'Manage Tags'.
Choose and select the tags that you want to delete by click on the 'Trash' icon
Before you delete your tags, there will be confirmation message appear.
Click 'Delete' to proceed your action
If your tags successfully delete, there will be success notification 'Tag Deleted' and your tags will be gone from Manage Tags list.
