Guest Directory Help Videos

When you create a booking, through CloudView and the Quick Reservation, the customer details will automatically be added to your system’s database. For more information on adding customer information to a reservation, please watch How to Make a Reservation using CloudView and How to Edit Booking Details or refer to our User Guide, sections 3.1c, 3.2b-d.

You can also add and edit customer details without making a reservation.

On the menu bar, click on the tab called Corporate / Customers. This opens a dropdown menu. Click on Customers. This opens a Select Customer and Add / Edit Customer Details page.

To add new customer, scroll to the Add / Edit Customer Details section of the page. Here, you can fill in various information about your customer, such as their name, their contact details, whether they are a VIP or a BlackListed guest. Also, if you want to use the bespoke reporting facility for your customers, you can assign parameters to the customer details by selecting an option from the parameter dropdown. For more information on setting up and viewing the bespoke reports, please watch the videos How to Set up your Own Analytic Reports or How to View Analytic Reports or see our User Guide, sections, 1.7 and 5.5.

Press Submit to confirm and add the new customer details to the database.

You have successfully added a new customer.

If you want to edit an existing customer’s details, click on the tab on the menu bar called Corporate / Customers. This opens a dropdown menu, click on Customers. This opens a Select Customer and Add / Edit Customer Details page. In the Select Customer section of this page, you can search for a customer typing their name or email address in the search box. Customers with matching information to the search will appear in a dropdown. Click on the relevant customer from the dropdown and press Select Customer on the right of the search box to retrieve that customer’s details. These details will populate the Add / Edit Customer Details section of the page and any bookings made by that customer will appear in a grid at the bottom of the page. Here, you can add or edit the customers details. If you want to view the customer’s bookings, you can click on the pencil-edit icon on the left of the booking. This opens the booking details page. For more information on bookings, please watch the video How to Edit Booking Details or refer to our User Guide, section 2. Once you are happy with the changes to the customer details, press Submit to confirm.

If you want to view a list of all your customers or search for specific types of customer, click on the tab on the menu bar called Corporate / Customers. This opens a dropdown menu. Click on View Customers. This opens a View Customers page.

At the top of the page, there are three pie charts. These are bespoke graphs comparing the different parameters that have been selected in the customer details. Below this, there is a grid that lists all the customer details. From here you can filter the list using the search boxes underneath the column names. To change the type of filter, click on the filter icon on the left of the search box. This will open a dropdown list of different filters you can apply to the list, such as Contains or EqualTo. As well as filter the grid, you can sort the list, by dragging a column header to the top of the grid. This will organise the list according to the options in that column. For example, if you drag the VIP column header to the top of the grid the customers will be organised into those that are VIPs and those that are not.

From this grid, you can add new customer details by clicking on Add New Record on the top left of the grid. You can also edit customer details by clicking on the pencil-edit icon on the left of the customer information. This opens the Add / Edit Customer Details page and here you can add new customer details or edit an existing customer as described earlier.

You can also export the data in the View Customers list by clicking on one of the export icons on the top right of the grid. You can choose what is exported by scrolling to the bottom of the page, where there is an Export Configuration section. By ticking the relevant boxes, you can export Data Only, the Current Sorted Option, the Current Filtered Option or a combination of these. This will download the relevant data to your default download folder in the format selected on export.

For more information on exporting data, please see the video How to View and Utilise Reports, or refer to our User Guide, section 5.

You have now successfully added, edited, sorted, filtered and exported your customer details.

When you create a booking, through CloudView and the Quick Reservation, the customer details will automatically be added to your system’s database. For more information on adding customer information to a reservation, please watch How to Make a Reservation using CloudView and How to Edit Booking Details or refer to our User Guide, sections 3.1c & 3.2b.

To add or edit corporate information, click on the tab called Corporate / Customers on the menu bar. This opens a dropdown menu. Click Corporates. This opens the Select Corporate and Add / Edit Corporate Details page.

To add a new corporate detail, scroll to the Add / Edit Corporate Details section of the page. Here, you can fill in various information about your corporate, such as Contact Name, Login ID, Password & Discount Allowed (%). Click Submit. This will take you back to the View Corporates page. You have now successfully added a new corporate account in the list.

You can add more than one corporate customer to the list. To add the corporate customer information, move your cursor on Corporate / Customers on the menu bar. This opens a dropdown menu. Click Customers. This will open the Select Customer and Add/Edit Customer Details. Here, you can fill in various information about the individual. In the corporate name field, type the name of the corporate you just created. This will display the name on the selection box. Select the corporate name from the list.

You can also enter new corporate information from the Select Customer page by clicking on the Add New Corporate link. For more information on customer details, please see the video How to Add or Edit Customer Information, or refer to our User Guide, section 4.1 a-b.

Once all the details are entered, there are two options to save the information on the data base, Submit and Submit &Send Email. Click Submit to confirm and add the new customer details to the database or click Submit &Send Email to also send an email confirming the customer of the new registration. For more information on customising emails, please see the video How to Amend Email and Print Templates, or refer to our User Guide, section 1.5.

You have successfully added a new corporate!

There are two ways to edit your corporate list.

One of the ways to edit a corporate account is by clicking on Corporate/Customers. This opens a dropdown menu. Click on Corporate.  This opens a Select Corporate page. Enter the name or the email address on the Corporate Name OR Email field, and then click Select Corporate. This will auto populate the Add/Edit Corporate Details field. Make the necessary changes and click Submit.

Another method to edit a corporate account is by clicking on Corporate/Customers. This opens a dropdown menu. Click on View Corporates. On this page, look for the company name that needs editing, and then click on the pencil-edit icon. This will take you to the Select Corporate page with the Add/Edit Corporate Details with the fields populated. Make the required changes and click Submit.

You have now successfully edited the corporate details!