How Do I Add and Update Guests?
Tokeet automatically saves the contact details of each inquiry into your own CRM, which allows you to build a solid guest database.
You may however, simply wish to add the details of a prospective guest in your database for future reference. Whatever the reason, the process of adding guests and updating their information is quite simple in Tokeet.
How to Add a New Guest:
- On the left panel of your Tokeet dashboard, select GUESTS.
- You will now be directed to your Tokeet Guest List on the “Guests & Contacts” page. Click the “Add-Guest” button on the top-right section of the screen.
- Enter the new guest’s information in the dialog box that appears.
- Click “Save”. This new guest will now appear in your guest list.
How to Update Guest Information:
- On the left panel of your Tokeet dashboard, select GUESTS.
- You will now be directed to your Tokeet Guest List on the “Guests & Contacts” page. Click on the guest whose information you’d like to update.
- Enter the updated information into their profile.
- Select the green “Save” button.
- Your updated user information has been saved!
Now you can begin using Tokeet to its full capabilities by sorting, searching and filtering intelligently to find and segment your guests.
If you have any further questions please search our help center or email us at support@tokeet.com and we’ll be more than happy to assist.