This article will walk you through making changes to existing guest data and merging duplicate records.
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Editing a guest record
- In Venue Manager, select Guests in the left navigation menu and click All Guests
- Search for your guest record by entering their Name or Email and pressing enter
- Once you've found the record click more (3 dot button) and select Edit
- Adjust the information or add any details as required. Data capture fields include:
- Guest name
- Phone number
- Include in the mailing list
- Date of birth
- Gender
- Street address
- State
- Zip code
- Suburb
- Country
- Click Save to publish the changes
Merging guest records
For the scenario where a single guest has multiple records, you can merge these records.
Duplicate records will only happen if a single guest uses multiple email addresses when creating a booking or signing a waiver.
- Find the guest record you want to merge (refer to steps 1 & 2 of Editing a guest record)
- Click more (3 dot button) and select Merge
- A pop-up modal will prompt you to search for the other record you want to merge the original record with.
- All conflicting fields will be highlighted by a yellow exclamation symbol. You will need to choose from the dropdown menus which details you want to keep
- Click Merge guests and it'll prompt the second confirmation as this action is not reversible.
- Hit the Yes, merge guest option to confirm