Guest Profile: What's on the page?

Discover the versatile Guest Profile, a global user account connected to multiple reservations, ensuring seamless updates across associated bookings.

Summary:

Explore the Guest Profile's depth, ensuring synchronized information across reservations, enhanced communication preferences, and efficient transaction tracking.

Guest Overview

Get a snapshot of the guest's name, email, spending, camp credit, user credit balance, and total open invoices. The color-coded balance status guides at a glance:

• Green = zero balance
• Red = owes money
• Purple = overpaid

At the top of the Guest Summary, you will also see a couple Action buttons you can use to efficiently complete tasks. Click here to learn more about those actions.

The Guest Summary is comprised of the following tabs:

1. Guest Profile
2. Reservation History
3. Account History
4. Message History

Guest Profile Tab

Explore common guest details in this comprehensive tab.

Guest Contact Information

• View and edit mailing and billing addresses, along with up to three phone numbers.
• The three dots button allows editing or deletion of an existing information.

RV Profile

• Check and manage RV details associated with the guest, add new profiles, or edit existing ones.
• RVs entered at time of booking are automatically added to this section.
• A RV profile can also be added via the Add RV Profile link.
• The three dots button allows editing or deletion of an existing RV profile.

Additional Information - Guest

• This section is used to record information the campground would like collect about the guest for reservation or campground management purposes.
• The three dots button allows editing or the addition of a new note.

Guest Memberships

• See existing memberships, add new ones, and manage preferences.
• The Add Membership link allows adding a new membership. This button is only available if there is not a membership currently stored for the given guest.
• The three dots button allows editing or deleting a membership.
• Membership ID reporting is only available to franchise parks.

Communication Preferences

• Track and update guest preferences for email and text communication.
• Email preferences will impact if your guest receives a satisfaction survey, so ensuring this information is accurate, is very beneficial for you receiving feedback.
• The Edit Email Preferences link provides the option to opt guests in or out of additional email. This field is used to update a report used to export emails addresses for third-party email marketing services.
• Your guest will opt-in or out of receiving text messages from Campspot's internal one-way texting service.

Payment Methods

• Check if the guest has a preferred payment method and update it for future efficiency.
• The preferred payment method can be updated from this section.

Block Guest

• The Block Guest section provides the option to flag a guest profile when viewing existing and future reservations.
• If a guest is blocked, the guest profile clearly communicates the guest’s blocked status.

 

---

Reservation History Tab

The Reservation History tab gives a comprehensive list of reservations associated with the guest profile. The reservation number is linked, providing access to the reservation summary for more information. Pencil-in holds will appear in the list but are not linked.

 

---

Account History Tab

• View the history of user and camp credit transactions, refunds, and payments with linked invoices.
• The invoice the credit transfer or payment occurred on is linked to the billing tab of the reservation summary providing access to more information.

 

---

Message History tab

Check the messages sent to the guest via the parks' one-way text messaging feature. Communications sent from 3rd party integrations will not be listed here.

 

---

Guest Profile Actions

There are two action buttons available at the top of the guest profile:

• New Reservation button starts a new reservation search for the guest
• Refund button is used to refund any amount of User Credit available to the guest.

---

Most Common FAQ:

Q: Can a guest have multiple mailing or billing addresses?

No, a guest profile can have only one mailing and one billing address.

Q: How can I update a guest's preferred payment method?

Go to the Payment Methods section in the Guest Profile to update the preferred payment method.

Q: What happens if a guest is flagged as blocked?

If a guest is blocked, their status is clearly communicated on their guest profile and all future reservations. This feature does not automatically prevent future bookings, however.

Q: How can I refund User Credit to a guest?

Use the "Refund" button at the top of the Guest Profile to initiate a refund for any available User Credit.