Understanding the Guest Profile

An overview of the guest profile, information housed about the guest, and details around each field.

Last Updated: 6/12/2024

Link to Feature: https://app.fireflyreservations.com/Guests (or click here)

Quick Links: 

Overview

It's important to store information about your guests. Firefly has a built in guest book where you can find basic contact information, notes, vehicle information, reservation credits, and a historical record of reservations made in Firefly. 

Video Walkthrough

Finding a Guest

To navigate to the guest profile:

  1. Click Guests
  2. Click Search Guests
  3. Search for the Guest you are looking for
  4. Click on the Guest 

Guest Profile

This section will go through each of the tabs on the Guest Profile in detail. 

Guest Tab

On the first tab, Guest you will find the following information: 

    1. Guests Personally Identifiable Information (PII) such as their First Name, Last Name, Organization Information, Email, Address, phone Number and Emergency Contact Info
    2. Guest Notes: These are internal notes for you and your team. They will not show anywhere that the guest would see them.
    3. Guest Rating: This is for you to use as needed. The ratings are 1-5, with an additional rating of "Banned" which will prevent the user from making an online reservation, and prompt staff when adding the guest to a reservation.
    4. Available Reservation Credits: These are credits that are attached to the specific guest, rather than a current reservation. They can be edited on the "Reservation Credits" tab
    5. Options: You can check/uncheck this for your internal records or if you are to export guest information and import it into a secondary software for promotional communication
    6. Delete Guest: You can click this to delete a guest record

Guest Vehicles

On the second tab, you will find any guest vehicles that have been added to the guest, either by the guest during their reservation check out process or by a staff member. You can also add or delete vehicles on record for the guest. 

    1. Vehicles already added
    2. Add Vehicle: Click this to add a new Vehicle
    3. Save: When adding New Vehicle information click here to save

Reservation Credit

The third tab is where reservation credits connected to the guest can be viewed or updated. 

    1. Current Amount Available: This is the amount already available to the guest
    2. Adjustment Type: To change the current amount, you can choose here to increase or decrease the amount that you choose to edit by
    3. Available Current Adjustment Amount: This is the amount you will change the current amount by
    4. Save: Click save after entering in the changes you wish to make

Reservations

The fourth tab, Reservations, is where you can find the reservation history of that specific guest. If you click on any of the linked reservations it will take you directly to the reservation. 

 

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