Clients & Groups
Learn within this section how to set up guest profiles and groups and how to manage their data within Base7.
- How can I create a group?
- How to create a reservation from the client profile
- How to re-assign a reservation to another client profile
- How to add a new client title
- How to search for a client profile
- How to search for a reservation using the client name or number
- How to download the client database
- How to find duplicates of client profiles
- How to merge matching client profiles (duplicates) in the database
- How to delete a client profile
- How to export multiple arrival reports
- How to store credit card details on the client profile
- How to display credit card details from the client profile
- How to create a group linked to one client profile
- How to create a group linked to multiple client profiles
- How to link an existing reservation to a group
- How to modify the general information of a group
- How to assign the client name to a room in a group reservation
- How to set up boards for a group reservation
- How to print the room list for a group reservation
- How to delete a group