How To Make Changes to an Existing Reservation: Changing Guest Contact Information

At times, updating a guest's contact details is necessary This could be because they’ve changed their phone number, email, or address. Here's how to make those changes:

Video Tutorial Coming Soon

1. Find the reservation and open it to view. The Reservation sidebar/drawer will automatically display information under the "Details" tab. Under this tab, find the "Guest" section.
   
2. Click on the underlined guest name. A side panel/drawer will slide open from the right of your screen, showing the "Guest" information.
   
3. In the top right corner of this Guest drawer, click the "Edit" button. A window titled "Edit Guest" will appear.
4. Click on the boxes that need updating—First Name, Last Name, Phone, Email, Address, and Zip Code—and type in the correct information. Note: The state and city will automatically appear when you type in the zip code.
   
   
   1. Optional: Add Billing Address:
      If the billing address is different from the guest's physical address, you can add or change it, as well. Note: If the box next to "Use Mailing Address as Billing Address" is checked, uncheck it by clicking on the checkmark. This will reveal spaces for you to fill in the Billing Address.
      
   2. Optional: Update RV and Towing Vehicle Info:
      Information on the RV and towing vehicle can also be changed. Click on the field(s) that need(s) updating—RV Type, RV Size, RV Length, Towing Vehicle, RV Slide, and/or Electrical Service. Most fields have a dropdown list to choose from. More than one option can be selected from the "RV Slide" field. For the "RV Length," you’ll need to type in the length in feet.
      
5. Click the "Save" button to keep the changes. This will close the "Edit Guest" window and bring you back to the Guest drawer.  Depending on what changes were made, you can see updates to the guest's contact information in the "Overview" and "Address & Billing Info" of the Guest drawer.
   
6. To return to the Reservation drawer, click on the underlined reservation number located under the "Most Recent" section of the "Profile" tab. 
   
7. The Guest drawer will close up, and the Reservation drawer will slide open from the right side of the screen. 
8. To leave or close the Reservation drawer, just click anywhere outside it.