Experience the difference of "Elite".

Overview button on all sections of Guest Record

Status: Requested 1 Vote
Charlie S
Feb 27, 2023 9:02 PM
Joined Apr, 2019 5 posts

Right now, when you go into some areas of the guest record, such as to add a file, there is no one touch button to get back to the overview.  You have to go back to bookings, find the reservation, and click on it.

As an example, you add a file (such as a drivers license jpeg) and now want to add a tag.   Oops, cant get there from here.   You have to start all over again.

The overview button is already on many areas of pages you reach through the overview.   Just add it to all.  

please Vote!




Caleb M
Mar 1, 2023 5:28 PM
OR Team Member Joined Mar, 2022 134 posts

Hi Charlie,

If the booking is an upcoming booking, the system should already display it on the sidebar for you to click on. This typically would stay up during any screen of the guest record. If the booking is already departed then this wouldn't be the case however you can click on related activity to be provided a list of any bookings that are associated with that guest allowing a quicker means to get back into the overview.