Sometimes repeat guests may have multiple profiles in the system. This can be a result of a guest booking with a different email address, a different last name, or a couple booking with each of their names. Lodgix offers a way to merge these profiles so the full reservation history is available from one guest control panel.
Merge Guest Records with the Same Email Address
Navigate to Guests > Merge Guests
Select the email address that you want to merge
Click the Merge button
Merge Guest Records with Different Email Addresses
Click the button shown in the screenshot above.
Enter the Source email address. This email will be merged into the target profile and will no longer be in the system.
Enter the Target email address. This email address will remain as the email in use for the guest profile.
Click Merge
Add an Email to the Merge Exceptions List
This feature is often used when working with travel agents, or any situation where many different guests need to be associated with a single email address.
For example you may have a travel agent that is entering multiple bookings on your website. Each booking has to have unique guest details (name, address, etc). However, since the travel agent is managing the guest experience, all communication must go to the travel agent and not the individual guests.
By default, every time a new reservation is entered with the travel agents email address, it is grouped with all other reservations for that email address. Additionally, any guest details will update the profile associated with that email address. This creates a situation where the guest information (name, address, etc) for the most recent guest is applied to ALL reservations for the travel agents email address. Lodgix allows you to create a "merge exception" to deal with this situation.
To add an exception, click the button shown in the screenshot below...
Here you will see all of your current exceptions. Click the Add Exception button and you will be prompted to enter a new email to add to the list...
When a reservation is entered for one of the emails on this list, the system will add the guest ID to the beginning of the email, making it unique in the system. However, all communication will still be sent to the email on the guest profile.
For example if you set an exception for bookings@website.com, then entered a reservation for guest ID 12345, the system would create a unique (fake) email address of 12345-bookings@website.com for that specific reservation. However, any communication sent to that guest would go to the original email bookings@website.com.
So using the travel agent example, they can continue to enter all new bookings on your website using their email address. Lodgix would create a unique profile for each reservation, with unique guest details, but send all communication directly to the travel agent.