Overview
The Guest List allows staff to view and manage information in the Respax Admin portal for guests who have previously registered as a ‘guest’ via 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).
Staff cannot reset the Guests 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
If the guest has many documents, you can filter by the type of document that has been uploaded
5. Trip History is NOT available yet but is a feature coming soon.
Click on the Advanced tab to view and manage the contact details, personal info and membership of the Guest.
Returning Guest Logging in
Note: If the guest has already created a login from a previous booking, then they only need to fill in the email address and password that they created previously to login to the Online Booking Engine (OBE).
Guest selects the Login Button from the Online Booking Engine (OBE)
Guest fills in their email address and password to login or alternatively select the social account to sign in.