Ability to edit a guest details
I noticed that I can edit the details of a guest only if there's a booking: by clicking on "Edit" on the lead and then "Client Information".
BUT NOT if I click on "See all customers". There I land on a page that permits no editing.
Intuitively I would go to this list to edit customers info! And not on the lead pop up.
Another path that I feel we should be able to edit customer info would be: by clicking on the client Name on the lead pipeline. This should lead to the guest information page where I could edit the info (not from the lead pop up).
Claudia
shared this idea
If you click on the guest name, you will be able to add your metadata for this guest in the form. Note that this is not a "booking" data, this is guest data. This means that this points to a guest information, and a guest can be associated to multiple bookings, even across multiple property management companies. So you can annotate data for this guest (this is your data) but the underlying guest account is owned by the guest.