TripWorks saves a profile for every guest who books. The profile holds their contact details, trips, bookings, messages, and saved cards in one place.
In this article
Before you begin. Viewing profiles requires View customers in the dashboard, editing requires Edit customers in the dashboard, and merging requires Merge duplicate customers.
Learn how to manage permission groups
Learn how to manage permission groups
Find a guest
Choose More → Customers to see the list, or use the search bar at the top of the dashboard. See Search across TripWorks.
What's on a profile
- Contact: the guest's details, including a single Marketing Opt-In checkbox.
- Trips: their trips.
- Bookings: their individual bookings.
- Messages: messages sent to them.
- Credit Cards: cards saved on the profile.
- History: changes made to the profile.
Actions on a profile
- Book starts a new trip for the guest. See Book a trip for a customer.
- Sell Gift Card starts a gift card sale to them. See Sell gift cards.
- VIP marks the guest as a VIP.
- Delete removes the profile.
Merge duplicate profiles
Merging happens from the customer list, where you select the profiles and merge them in bulk. It requires the Merge duplicate customers permission.
Frequently asked questions
Can I export my guest list?
Yes, with the Guest Contacts report. See View your Guest Contacts report.
Related
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