How to Update Guest Equipment Details

This article outlines the process for adding a new payment method to a guest’s account. Securely storing and managing payment options ensures a seamless experience for guests when making reservations, paying invoices, or handling other transactions.

Navigating to the Add Guest Section
1. Login
  Use your credentials to access the dashboard.
2. Navigate to the Front Desk
  From the main menu, click on Front Desk.
3. Navigate to the Guests Tab
4. Search for Guest
  
  Use the Search Bar to find the guest by their name, phone number, or email address.
Access Payment Methods
1. Select the Guest
  Click on the Guest’s name from the search results to open their profile.
Adding New Payment Method
1. Click Add Payment Method
2. Debit/Credit Card
  1. Cardholder Name
  2. Card Number
  3. Expiration Date
  4. CVV Code
  5. Make Primary (Optional)
  6. Click Save
3. ACH Payments
  1. Account Holder’s Name
  2. Account Number
  3. Routing Number
  4. Click Save
  5. Communicate with Guest How ACH Payments Apply
    ACH Payments are generally not immediate and take a few days to pull from the account. Make sure guests are aware of this before choosing this form of payment. Let them know if any late fees or similar apply for insufficient funds.
Troubleshooting Common Issues
1. Payment Method Not Saving
  Verify that all the required fields are filled in and information is correctly formatted.
2. Invalid Card or Account Information
  Double check the card number, expiration date, CVV code, and cardholder name are correct.
3. Duplicate Payment Methods
  Ensure that the same care or account is not already stored in the guest’s profile.