Managing Guest Profiles

Easily keep your guest database clean and up-to-date from the Guests page in the web app

Last updated 17 days ago

Prerequisites

Step-by-step

  1. Open the Guests page

    • In the side menu, select Guests.

    • If the shop has no guests yet, you’ll see “No guests available for this shop”.

  2. Browse the guest list

    • Cards are sorted newest-first by default and limited to 20 per page. Click Show more to load the next 20 or scroll within the page if needed.

    • Column headers include Name, Email, Phone, and Reviews (Avg).

    • Click the ▲/▼ arrows to sort by Name, Email, Phone, and Reviews (Avg).

  3. Search for a guest

    • Click the search field and start typing at least one character; the list filters in real time by Name, Email, Phone, and Reviews (Avg).

    • Searches are not case-sensitive and accept partial matches (e.g. “mar” finds “Marco”).

    • If nothing matches, you’ll see “No guests matching your query found”.

  4. Open a guest profile

    • Select any guest to view that guest’s profile.

    • The profile opens a side panel on the right side, showing high-level metrics - Name, ID, Email, Phone, Order overview, Bookings, and Specific orders .

    • The Orders section list shows completed, cancelled and refunded orders with date, order number, total and status. You can click any order to go directly to it.

    • A Booking History is also shown, listing out the guests previous and current bookings, information on Booking ID, Date, Time, Party Size (If available), Status is listed. You can click any booking to go directly to it.

    • Use the period drop-down (Today, This month, Last 7/30/90/365 days) to recalculate the metrics.

  5. Edit guest information

    1. On the profile, tap the Pencil icon on the top right of the side panel. A modal opens with editable Full Name, Phone number, Email, and action buttons.

    2. Make changes; the Save changes button activates once a field is edited.

    3. Validation rules:

      • Name 2–100 characters, letters plus “-” or “ʼ”

      • Phone 4–15 digits, may start with “+”

      • Standard email format

      • Empty required fields or invalid input trigger inline errors such as “This field cannot be empty” or “Please enter a valid phone number”.

    4. Click Save changes to apply or press anywhere outside the modal to discard; either option closes the modal and returns to the profile view.

Troubleshooting

  • Why do some fields show “–” instead of data? - A hyphen appears wherever information is missing—for example, guests without a phone number or review score.

  • Nothing happens when I search - Confirm you’re using the exact case (search is case-sensitive) and that at least one character is entered.

  • “Save changes” stays inactive - Make sure you’ve modified at least one field and resolved any validation errors shown in red.

FAQ

  • How many guests can I view at once?
    Twenty cards load per page; use Show more to reveal additional guests.

  • Can I sort by multiple columns at once?
    No. Sorting applies to the single column whose arrows you last clicked.

  • Does editing affect historical orders?
    No. Updating a guest’s contact details does not change their past order records.

With these tools, you can quickly locate, review and update guest information to keep your records accurate and actionable.