EMS - How to Create a New Guest Profile

EMS - How to Create a New Guest Profile


⏱️ Estimated time: 3 minutes

👤 Role: Front Desk Staff, Reservation Agents, System Administrators

What you'll learn

  • How to manually navigate to the guest management section in EMS.

  • How to enter and save a new guest's information to create their profile.

When should I use this?

  • Walk-in Guests: Use this when a guest arrives without a prior online booking and needs a profile created on the spot.

  • Direct Phone/Email Bookings: Ideal for manually capturing guest details prior to finalising a reservation.

  • Key Logic: Creating an accurate, single guest profile prevents duplicate records, ensuring guest history, preferences, and contact details remain consolidated for future stays.

Before you start

  • Ensure you have active login credentials for the EMS platform.

  • Gather the minimum required guest information (e.g., full name, contact email, and phone number).

Step-by-step

Step 1: Access the Guests section

Log into the EMS platform. From the main navigation menu on the left-hand side of your screen, click Guests.

Step 2: Initiate guest creation

In the top right corner of the Guests dashboard, click the Add New button to open a fresh guest profile form.

Step 3: Enter guest details and save

Fill out all relevant guest details (such as contact information, address, and preferences). Once you have completed all mandatory fields, click Confirm to save and create the profile.

Success: You have now created a guest profile!

Best practice

  • Check for existing profiles: Before creating a new profile, search by email or phone number to avoid creating duplicate records for returning guests.

  • Double-check contact info: Ensure email addresses and phone numbers are accurate so automated booking confirmations and pre-arrival communications reach the guest seamlessly.

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