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Manage guests

Merge guests

  1. Navigate to the guest profile and click the Merge Guest button.

  2. In the Select Guests section, enter the guest information you want to with which you want to merge the records. Enter the guest name, phone number, code, or email, and then click Search.

    The search results display a list of accounts, sorted by the most recent Last Visit date. To identify the latest customer profile, simply check the account with the most recent visit.

  3. Select the appropriate guest from the search results list. Click Next.

  4. In the Merge Summary section, the application shows the information related to the guest, such as active memberships, packages, prepaid cards, and gift cards. To open the guest details page, click the guest name.

  5. To merge the records, click Confirm & Merge.

Note

When you merge two guest profiles, the source profile (the profile that is being merged) is deleted and all of its data is transferred to the target profile (the profile that is being merged into). Employee guest profiles are tied to the employee's profile. As employee profiles cannot be deleted (instead, they are inactivated), they cannot be merged. If an employee guest profile needs to be updated, the changes must be made to the employee's profile.

Reset guest's password

Navigate to the guest profile and click Reset Password. Zenoti sends a link to the guest's registered email address. To reset their password, the guest must click the link.

Update guest's password

To update the password directly, navigate to the guest’s profile and click Update Password.

Send guest form link

At the top of the guest's profile page, click the Send Guest Profile Link button.