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Client/Guest System Labels

Information

"Client" is a system label that can be renamed to suit your business terminology. It is often relabeled to Guest, Resident, Tenant, Student, or another term that better fits your business. For this article, we will use the most common label, "Guest."

A Guest Profile is the record of guest information for a person who has booked or stayed at the property. Guest System Labels are customizable fields that can be added to the Guest Profile within RMS.

These labels let you track and manage specific information about guests that may not be included in the standard guest profile fields.

Once enabled in Field Maintenance, Guest System Labels can be used across various features, including Guest Search, Report Writer, RMS Booking Engine and Form Letters.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Field Types

Guest Labels include the following formatting options. 

Field Type Options Number of Available Fields
Text Entry 20, 30 or 50 Maximum Characters 10
Yes/No Toggle Set the Default Value of Yes or No 2
Date Selection Calendar Date Selection 2
Text Entry
with
Membership Searching		 20 or 50 Maximum Characters 2

 

⚠ Important: Some interfaces or imports must use specific guest label fields, which will be noted during the interface configuration.

 

Adding Guest Labels

  1. Go to Setup > Property Options > System Labels.
  2. Navigate to the Guest menu.
  3. Enter the Field Label.
    1. Membership Searchable: Select the checkbox 'Membership Searchable'.
    2. If 'Yes/No' Fields are utilised: Select the Default Value after entering the field name.
  4. Select Save/Exit.
    System Labels setup screen in RMS on the Guest section, showing multiple custom guest fields with editable Field Label text boxes, checkboxes for Membership Searchable and default value options for Yes/No fields, with a Save/Exit button to apply the label settings

 

Enabling Guest Fields

Field Maintenance can be used to determine the display order of fields on the Guest Profile and in the Guest Details section of the Reservation.

  1. Go to Setup > Users > Field Maintenance.
  2. Locate the custom guest field and make it visible.
  3. Review and/or modify the Field Location and verify its placement within the preview section. 
  4. Select Save/Exit.
    Field Maintenance screen in RMS filtered to guest fields, displaying a list of fields with columns for Visible, Field Location and Order, one or more custom guest label fields marked as Visible, a preview pane showing their placement on the Guest Profile, and a Save/Exit button to confirm the layout


 

 

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