Add New Guest
April 2024 update
In the latest release, passengers can now login using social sign ons
From OBE v1.6.1 the Passenger Login has additional tabs and fields available.
All guest have Contact Details and Address tabs available
Any Organisation (eg WEBPROFILE for direct online bookings) can be enabled to also show a Personal Information tab and/or a Membership tab for their guests.
The fields on Personal Information tab can be updated by the guest.
The fields on the Membership tab are maintained by Staff, and the guest can see but not update them
Instructions
Step by step guide to adding a Guest via the ResPax Web Application.
From the Guests menu, select Guest List, and Add New Guest
Guest Details Tab
As a Staff user creates a guest, the mandatory fields are displayed if not completed.
A new guest will be Enabled by default. To disable the guest, deselect the Enabled switch at the top of the Guest Details tab.
Add First Name (mandatory)
Add Last Name (mandatory)
Choose Organisation from the dropdown list (mandatory)
Role cannot be changed from Passenger
Add Email (optional)
Add Mobile (optional)
On the Login Details Card:
Add Username (must be unique - This field must be at least 6 characters long. Lowercase letters, numbers, underscores, dashes and periods only).
Add Password
Confirm Password
New guest is not Protected by default. To protect the guest, select the User is Protected switch (see important notes/explanation below).
Save
PROTECTED USERS
Only Agent Users that authenticate into the ResPax Operator Network (RON) should be Protected.
To protect the user, select the User is Protected switch.
This will warn any Staff User trying to update this password, that the credentials are used to authenticate the Agent user into RON. The Staff user must unprotect the user before the password can be changed, then the Staff User must inform ResPax which protected Agent User profile has been modified, so the RON authentication can be updated.
Uploads Tab
Files can be attached to a Guest. Limited to images and documents.
The top section lists existing documents attached to this Guest
The lower section allows Drag and drop a file from the computer's file explorer, or
Click on the Upload files, and choose a file or URL address, and click Open
3. Add a Label for the file (optional)
4. Choose a Document Type from the list (mandatory)
5. Enabled by default
6. Save document
Trip History Tab
A Staff user can access a guest’s Trip History.
Click on BOOKING NO to Edit Booking
Advanced Tab
A Staff user can add a Guest’s Advanced details for collecting an exhaustive set of traveller information.
On the Personal Information Card all fields are optional.
Add Initials/Code
Add Date of Birth
Select Gender
Add Weight
Add Height
Add Licence
Select Source of Business
Select Country of Origin
Add Passport
Add Occupation
Add Nick Name
Add Girth
Add Salutation
Add Allergies
Save
On the Contact Details Card all fields are optional.
Add Business Phone
Add Home Phone
Add Fax
Add Emergency Contact Name
Add Emergency Contact Number
The Comments Card is optional.
Add Comment
Save
On the Membership Card all fields are optional.
Add Membership Code
Add Membership Expiry
Enable/disable Insured
Add Insurance Details
Select VIP
Select Size
Select Level
Enable/disable Subscribed
Save
On the Custom Fields Card all fields are optional
Add Custom Date 1
Add Custom Date 2
Add Custom Integer 1
Add Custom Integer 2
Add Number Tag 1
Add Text Tag 2
Add Custom Text 1
Add Custom Text 2
Save