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  • Video Recording Quick Start Guide
  • Instance Setup and Configuration Guide
  • Instance Setup and Configuration Guide
  • User Video Recording Setup Guide
  • User Manual Video Preparation Guide
  • User Video Recording Guide
  • User Manual Recording Guide
  • Instance Configuration and Branding Setup Guide
  • Guest Profile Management Guide
Guest Profile Management Guide
On this page
Managing Guest Profiles in the Guest ModuleStep 1: Open the Manage Guests ScreenStep 2: Review, Sort, and Export the Guest ListStep 3: Add a New Guest ProfileStep 4: Set Communication Preferences and Save the ProfileStep 5: Search and Open an Existing Guest ProfileStep 6: Review the Overview TabStep 7: View Appointment HistoryStep 8: Review Detailed Profile InformationStep 9: Check Memberships and Product PurchasesStep 10: Access Additional Tabs via More OptionsStep 11: Use Profile Actions (Manage, Edit, Forms, and More)Step 12: Create New Appointments or Sales from the Profile