Overview
The Guest List allows enables staff to view and manage information in the Respax Admin portal for guests who have previously registered as a ‘guest’ via through the Online Booking Engine (OBE). Some of the information includes personal info, photos/documents that has been uploaded by the guest.
Instructions
How a Guest Signs up
A Guest from the public is the ONLY person that can sign up and they can do this from the ‘Cart' page or 'Choose a tour’ page (by clicking on the Login Button) from the Online Booking Engine (OBE). Staff cannot signup a guest, staff can only check the information and manage what is currently available in the guest list.
...
The Guest then has two alternative methods for signing up.
1.) They can select the ‘Sign Up Now’ link or
2.) Sign in with their social account (Google, Microsoft or Facebook).
...
If the guest selects Option 1 the “Sign Up Now” link they will be asked to fill in the following info
...
Managing Guest information in RBE
When the Guest has signed up, staff will be able to see any of the information from the guest in the Respax Admin portal. From the Main Menu, Click on Guests>Guest List
...
Click on the Typeahead search to find the guest’s name.
...
Click on the Pencil Icon to access the guest’s information
...
Guest Details can be managed here, if a guest has forgotten what their email/username is, you can check here. (The Guests Email address that they signed up with is also their username so they are the same thing).
...
Guests can manage certain personal details directly on the OBE.
In addition, staff members can manage more detailed guest information, including bookings, file uploads, and membership details, through the ResPax Booking Engine (RBE).
| Note |
|---|
This feature is still in development, and you may encounter some incomplete functions or limited capabilities. Our team is continuously working on improvements, and we appreciate your understanding as we enhance the feature. |
Key Points
How a Guest Signs Up - This is an OBE view on how guests sign up to our system, and which information is provided for them.
Navigating Guest List
From the Main Menu, click on Guests > Guest List.
...
The list of guests can be filtered by Organisations(the organisation linked with the booking created when the passenger is included), as well as search by Name and E-mail,
...
The guest details can be updated clicking on pencil
...
There are four tabs available to manage guest details including:
Guest Details with guest basic details and credentials
...
| Info |
|---|
The Guest email is also their username, this is the reason the Username is blank. |
Staff cannot reset the Guest password, only the guest can do this from the Online Booking Engine (OBE).
Click on the Uploads tab to view files uploaded by guests and also allows them to upload files on behalf of the guests
...
Uploads images (jpg, png, webp) and files (pdf, odt) are acceptable files to be added.
...
When the file is included, another screen pops up to specify the Document Type (mandatory) and Label (optional).
...
If the guest has many documents, you can filter by the type of document that has been uploaded
...
Click on the Advanced tab to view and manage the contact details, personal info and membership of the Guest.
...
...
Trip History shows all bookings created by guest
| Note |
|---|
This feature is coming soon |
...
The Advanced tab displays additional client information, organized into multiple sections:
...
Contact Details (expanded by default): This section includes extra details beyond what’s found in the Guest Details tab, such as contact numbers, social media links, and emergency contacts. Some fields in this section are editable by guests via the OBE.
...
Address Details: Displays guest address information, with fields dynamically connected to Google Maps for accuracy. Guests can also edit these fields in the OBE.
...
Personal Information: Contains fields for specific details required for tours, such as allergies and date of birth. These fields are customizable (refer to Lookups for more details) and editable by guests in the OBE.
...
Comments: Includes a single field where comments related to the guest can be added. This field can be expanded for easier input.
...
Membership: Membership details can be entered here. Some fields are read-only for guests in the OBE, while others are customizable (see Lookups for more details). The "Subscribed" field corresponds to the subscription checkbox in the booking form for both the OBE and RBE systems.
...
Custom Fields: If extra fields are required for more customize details from clients, they are displayed here.
...
Returning Guest Logging in
...