Bookings & Guest ManagementOperations and guest-experience rolesbookings-and-guestsValidated 73a3bb9
Manage bookings and guest records from one operational context
Use the booking and guest views together so arrivals, check-in context, and guest details stay aligned with the active property.
Before you start
Guest communication works better when booking and guest records are already clean.
- A property is selected.
- The booking or guest belongs to the active property.
When to use this article
- You need to review a stay, arrival, departure, or guest profile.
- A booking requires follow-up, inspection, or guest communication.
- You are validating who is arriving before sending check-in content.
Applies to
- Bookings
- Calendar
- Guests
Roles
- Admin
- Manager
- Editor
Review the booking context first
- 1
Open the booking list or calendar from dashboard context.
- 2
Choose the reservation that needs review.
- 3
Confirm stay dates, guest identity, and operational notes for the active property.
- 4
Open the guest workflow only after the booking context is confirmed.
Keep guest records useful
- Update guest details in the property-scoped workflow instead of burying corrections in chat.
- Use follow-up actions like inspections, check-in communication, or host email from the booking context when available.
- Treat clean guest records as part of operations quality, not just guest service.
Expected result
- Booking status and guest information stay aligned in the same property context.
- The next guest-facing action is clear before you send communication.
Troubleshooting
- If booking details look incomplete, confirm you are in the right property before editing records.
- If guest data is missing for only one reservation, treat it as a record issue rather than a global scope problem.
- Use mailbox or chat for conversation flow, not as a substitute for keeping booking data current.
Guided screenshots
Reference views for this workflow.
